• In new research this week, we look at how Apple Inc.’s supply chain has changed in the past year through its supplier and critical mineral reports. Elsewhere in tech, conditions in the electronics industry have improved but have yet to return to growth, as shown by the latest S&P Global Purchasing Managers’ Index™ (PMI™) data and corporate earnings. The US will not renew licenses for American firms to sell semiconductors to Huawei Technologies Co. Ltd.
• Consumer supply chains showed signs of slowing growth in April, driven by durable goods. There is no evidence of early shipping...