Supply Chain Edge: Resized inventory, splintered memory, active volcano — Panjiva
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Supply Chain Edge: Resized inventory, splintered memory, active volcano

Australia 130 Chile 108 China 2992 Cons. Discr. - Apparel 509 Cons. Discr. - Autos 1201 Cons. Discr. - Retailing 483 Earnings 739 European Union 841 India 526 Industrials - Capital Goods 595 Info Tech - Comms Equip 239 Info Tech - Tech Hardware 818 Japan 614 Materials - Chemicals 251 Mexico 893 Mode - Rail 119 Mode - Seaborne 1817 Theme - Canals 136 U.S. 5340 United Kingdom 376

The apparel industry is returning to normal, though the major retailers still expect inventories to fall further while long term strategies on sourcing and environmental management are only just getting underway. Bifurcation in the technology industry has accelerated with the mainland Chinese government restricting sales by a US memory chip manufacturer. The race for securing new semiconductor capacity includes a new burst of support from the Japanese and UK governments, while the race of AI is proving lucrative for one chipmaker. Manufacturers’ supplier delivery times continue to improv...

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