Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes — Panjiva
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Supply Chain Edge: Early peak evidence, AI chip delay, Chile’s woes

Australia 131 Bangladesh 38 Business Sentiment 215 Canada 504 Chile 108 China 2997 Cons. Discr. - Apparel 510 Cons. Discr. - Autos 1205 Cons. Discr. - Durables 532 Cons. Discr. - Retailing 485 Corp - Ports 893 Corp - Shipping 991 Earnings 741 India 529 Industrials - Capital Goods 599 Info Tech - Comms Equip 244 Info Tech - Tech Hardware 823 Japan 616 Materials - Chemicals 253 Materials - Metals/Mining 766 Metals - Steel 528 Mode - Airfreight 182 Mode - Containerized 1489 Mode - Rail 119 Mode - Seaborne 1818 South Korea 593 Strikes 75 Tariffs 1816 Thailand 136 Theme - Canals 136 U.S. 5345 United Kingdom 376 Vietnam 384

– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durables suggesting peak season is arriving early. Further evidence includes a pull-forward of Prime Day goods and comments from container line A.P. Møller – Mærsk A/S. It is not all smooth sailing, with corporate positivity toward supply chains cooling.
– The iPad was a standout among slowing revenue growth at Apple Inc., enabled by a reshoring of production to Vietnam. Elsewhere, technology supply chains may be struggling with delays reported to Nvidia Corp.’...

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