Supply Chain Edge: Tracking chips, cutting costs, container caution — Panjiva
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Supply Chain Edge: Tracking chips, cutting costs, container caution

China 3063 Cons. Discr. - Autos 1255 Corp - Forwarders 349 Corp - Shipping 1042 Earnings 761 Energy - Conventional 478 Energy - Refined Oil 205 Energy - Renewables 208 India 563 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Materials - Chemicals 280 Mode - Containerized 1535 Poland 17 Russia 141 Sanctions 173 South Korea 609 Taiwan 237 Turkey 74 U.S. 5418

– In new research this week, we look at two major supply chain visibility challenges for technology supply chains. First, Turkey has tightened up the export rules for Common High Priority Item exports to Russia, while India’s exports have grown — we identify other export flows. Second, Taiwan Semiconductor Manufacturing Co. Ltd.’s (TSMC) chips may have ended up where they should not, highlighting the complexity of managing downstream supply chains.
– The energy transition is all about future growth, but in the near term, firms are having to manage costs. We look at F...

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