Supply Chain Edge: Tracking chips, cutting costs, container caution — Panjiva
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Supply Chain Edge: Tracking chips, cutting costs, container caution

China 3048 Cons. Discr. - Autos 1247 Corp - Forwarders 347 Corp - Shipping 1026 Earnings 759 Energy - Conventional 468 Energy - Refined Oil 203 Energy - Renewables 205 India 551 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Materials - Chemicals 273 Mode - Containerized 1524 Poland 14 Russia 133 Sanctions 170 South Korea 605 Taiwan 231 Turkey 74 U.S. 5399

– In new research this week, we look at two major supply chain visibility challenges for technology supply chains. First, Turkey has tightened up the export rules for Common High Priority Item exports to Russia, while India’s exports have grown — we identify other export flows. Second, Taiwan Semiconductor Manufacturing Co. Ltd.’s (TSMC) chips may have ended up where they should not, highlighting the complexity of managing downstream supply chains.
– The energy transition is all about future growth, but in the near term, firms are having to manage costs. We look at Ford Motor Co.’s...

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