Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope — Panjiva
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Supply Chain Research

Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope

Australia 124 Brazil 397 Business Sentiment 206 Canada 494 Chile 103 Cons. Discr. - Apparel 497 Cons. Discr. - Autos 1183 Cons. Discr. - Durables 516 Cons. Discr. - Retailing 470 Corp - Ports 881 Corp - Shipping 978 Earnings 728 European Union 829 France 154 Germany 244 India 512 Info Tech - Comms Equip 226 Info Tech - Tech Hardware 799 Japan 603 Malaysia 146 Materials - Chemicals 239 Metals - Aluminum 250 Metals - Steel 515 Mode - Containerized 1471 Mode - Seaborne 1803 Philippines 56 Russia 119 Sanctions 162 South Korea 580 Taiwan 209 Tariffs 1797 Theme - Canals 132 Theme - Rates 234 U.S. 5321 United Kingdom 370 Vietnam 376

• In new research, we take a deep dive into the semiconductor sector and find that the excitement around AI is hiding a sluggish recovery in consumer, mobility and industrial activity. The sector will remain at the nexus of industrial and national security policies. Elsewhere in technology, we find the recovery in PC and video game supply chains is proving slow, while Alphabet Inc. may be reshoring the Pixel phone to Vietnam.
• Mainland China’s government is promoting a new replacement cycle for consumer goods to reflate the economy, which comes just as exports of home appliances a...

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