Supply Chain Research

The US has stated that semiconductor export rules “aren’t designed to hurt China” amid a potential tightening of memory chip flows. Yet, mainland China is already one of the largest buyers in the world, with 43% of imports in 2022, and is rapidly expanding its exports in a consolidating market. Elsewhere in technology, chipmakers are indicating that supply chain activity is expected to pick up later in 2023, while shipments of streaming media devices are soaring. In consumer goods, toy shipments are slowing as inventory levels continue to be managed down. There are similar messages from ...