– In new research this week, we outline ways to combine datasets to create superior supply network analyses, including electronics teardown data from iFixit. There is more evidence of the multispeed development of the technology sector, with ASML Holding NV warning of slower sales of its chipmaking equipment, while Nvidia Corp.’s newest system is ramping up and Taiwan’s exports boom. Vietnam is the latest country to outline semiconductor expansion plans.

– Tariffs are back on the agenda, with former US President Donald Trump outlining plans for duties on imports of ...