Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Sanctions

2023-05-05-sce-sk-chips-600x406

Supply Chain Edge: A light in the semiconductor tunnel

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... Read more →

2023-04-21-sce-thai-tech-exports-600x405

Supply Chain Edge: The new Vietnam

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global to... Read more →

2023-03-24-outlook-seasonality-600x405

Supply Chain Edge: Smoothed chains, popped stocks

Our second-quarter 2023 outlook report finds that 2023 is proving to be a year of normalization for supply chains, but we are not quite there yet and significant corporate strategy (inventory and reshoring) and government policy uncertainties will take at least the rest of the year to play out... Read more →

2023-03-17-sce-bol-seasonal-600x399

Supply Chain Edge: Furniture flattened, apparel folded

Supply chain activity and retail sales data indicate that the furniture and apparel sectors are in a state of decline, dragging total US seaborne imports down 20% year over year in February. Evidence from memory-chip makers indicates that the tech sector is still in a downturn, although a head... Read more →

2023-03-13-adidas-imports-600x398

Supply Chain Edge: Yeezy deflates kicks

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

2023-03-06-sce-china-phone-exports-600x437

Supply Chain Edge: Mobile smartphone manufacturers

A new crop of smartphones at the latest Mobile World Congress (MWC) aims to arrest a downturn in global demand. We dive into reshoring as a way to cut costs and look at the rise of India as a production and export center. Retailers are starting to cut excess inventories built up as a result of... Read more →

2023-02-24-vietnam-consignees-600x436

Supply Chain Edge: Vietnamese sneakers slip

Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in the apparel industry — a downturn has already begun. The Home Depot’s cautious outlook is borne out by rapidly softening trade flows in hand and power tools. Europe’s ene... Read more →

2023-02-17-supplies-of-batteries-surging-600x436

Supply Chain Edge: Fording the EV gap

Key findings this week: Ford’s electric vehicle supply chain is expanding rapidly but faces operational and sourcing challenges. The consumer goods industry, particularly the toys industry, has an inventory problem and trade activity has fallen as a result. Foxconn is the latest electronics fi... Read more →

20210721-hk-macro

U.S. warning on Hong Kong may add to China trade friction

The U.S. government has issued a “risk and considerations” advisory for firms operating in Hong Kong. That follows the introduction of the National Security Law in 2020 and China’s “Law on Countering Foreign Sanctions” passed in June which could lead to firms that apply U.S. sanctions in turn ... Read more →

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