Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns — Panjiva
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Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns

Ags - Softs 148 Canada 532 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Consumer Staples 818 Corp - Shipping 1042 Earnings 761 European Union 890 Japan 638 Materials - Chemicals 280 Mexico 931 Mode - Containerized 1535 Mode - Seaborne 1853 Mode - Truck 75 South Korea 609 Strikes 78 Taiwan 237 Theme - Employment 56 U.S. 5418 United Kingdom 393 Vietnam 418

• In new research this week, we dive into Japan’s latest technology restrictions, which follow a surge in exports to mainland China and carry the risk of retaliation. Elsewhere in tech, telecom network equipment supply chains show signs of bifurcating. Taiwan Semiconductor Manufacturing Co. Ltd. is launching a range of mega-chips, and memory chips are showing signs of recovery.
• Inventory management remains an area of close focus for retailers, shown by Adidas AG’s latest results, while The Home Depot Inc. is shipping Halloween products even earlier than usual.
• Governme...

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