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

Australia 133 Chile 115 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Retailing 519 Earnings 759 European Union 882 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Japan 631 Materials - Chemicals 273 Mexico 929 Mode - Rail 120 Mode - Seaborne 1846 Theme - Canals 141 U.S. 5404 United Kingdom 391

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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