Apple is continuing its long-term supply chain diversification by moving some AirPod production to Vietnam’s expanding audio manufacturing hub. Intel may move some semiconductor manufacturing to the U.S. to manage its geopolitical risks. Also: COVID-19 boosts drop-shipping, fractional trade mean U.S. wins on a technicality; barley skirmish with China comes as Australia beats regional export average; Michelin, Bridgestone could see small supply chains shifts in steel wire case; another reason to fear for phase 1 even as tariff reductions continue; and K-Line ditches dividend, but not dire...
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