Supply Chain Research

Intel plans to shift some of its production of platform controller hubs – which organize data-flow between chips on a circuit board – to Vietnam and away from China. That may be partly down to U.S. tariffs on all Chinese exports of semiconductors that have seen the latter drop by 51.1% year over year in January. More broadly there was  a 9.0% decline in all U.S. semiconductor imports in January as well as a 4.6% drop in exports from four major Asian markets in the first two months of 2019. At the product level the winners from reduced Chinese exports of processors to the U.S. – which dro...