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Showing research about South Korea

20211110-macro-pcb-600x397

Ford, GM see impact of chip shortage

Automakers reporting Q3 results over the past few weeks have had a common theme in talking about the chip shortage and the impact on business. Ford CFO John Lawler noted the challenges facing the industry saying they saw “lower-than-anticipated improvement in chip availability in the second ha... Read more →

20211027-electrified-cars-hs-600x396

Ford, Volkswagen could shift if EV credits charge up

Canada and Mexico have issued warnings that potential tax credits for electric vehicle (EV) assembly in the U.S. may run afoul of USMCA. The USMCA sets out rules-of-origin requirements for cars to receive tariff reductions, and Canada and Mexico feel that the credits would undermine the commit... Read more →

20211027-rec-origins-600x404

REC Silicon shifts sourcing to China

REC Silicon reported a 19.5% year-over-year change in Q3 revenues that exceeded analyst expectations by 4.9%. Panjiva data shows that imports associated with the firm increased by just 1.0% year over year in the quarter, hitting supply chain headwinds that SVP Kurt Levens noted were also oppor... Read more →

20211006-lion-imports-600x415

Ford announces EV plants amid battery import surge

Ford has announced plans to build a new automotive manufacturing plant for their new electric pickup trucks as well as three new battery manufacturing plants alongside Korean firm SK Innovation. The new plants will likely be looked favorably on by American policymakers who have pushed for more... Read more →

20211006-renesas-india-600x402

Samsung, Panasonic could use boosted Renesas capacity

Renesas, a chip maker, is boosting capacity by 5%0 for high end microcontrollers and 70% for low end chips by 2023, an announcement that may come as good news for the hard hit electronics sectors. While Renesas has little activity in U.S. seaborne datasets, Panjiva India data shows that import... Read more →

20210908-semis-macro-600x403

GM nearshoring, still faces chip-related closures

General Motors has announced the closure of their factories in North America due to a shortage of chips, following the same issues from Toyota and Nissan in recent months. This comes even as imports of semiconductors to the U.S. have risen by 51.4% year over year in the second quarter, but lik... Read more →

20210825-retail-sales-600x404

Walmart takes control of shipping to meet retail demand

U.S. retail sales grew by 13.9% in July estimates, continuing a long string of growth that is tapering off. Some of this may be driven by a slowdown in non-store retail that only grew by 3.7%, potentially indicating that e-commerce is hitting headwinds, while imports of consumer discretionary ... Read more →

20210825-solar-countries-1-600x401

LONGi, JinkoSolar power imports despite safeguards

The U.S. International Trade Commission is starting a review of solar panel safeguard duties under Section 201. This a scheduled review as part of the safeguard duty process every five years. U.S. import data shows that the safeguards have not been particularly effective in decreasing imports,... Read more →

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