Supply Chain Edge: Resized inventory, splintered memory, active volcano — Panjiva
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Supply Chain Edge: Resized inventory, splintered memory, active volcano

Australia 134 Chile 118 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Retailing 525 Earnings 761 European Union 890 India 563 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Japan 638 Materials - Chemicals 280 Mexico 931 Mode - Rail 121 Mode - Seaborne 1853 Theme - Canals 143 U.S. 5418 United Kingdom 393

The apparel industry is returning to normal, though the major retailers still expect inventories to fall further while long term strategies on sourcing and environmental management are only just getting underway. Bifurcation in the technology industry has accelerated with the mainland Chinese government restricting sales by a US memory chip manufacturer. The race for securing new semiconductor capacity includes a new burst of support from the Japanese and UK governments, while the race of AI is proving lucrative for one chipmaker. Manufacturers’ supplier delivery times continue ...

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