Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns — Panjiva
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Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns

Ags - Softs 143 Canada 530 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Consumer Staples 807 Corp - Shipping 1030 Earnings 759 European Union 882 Japan 631 Materials - Chemicals 273 Mexico 929 Mode - Containerized 1525 Mode - Seaborne 1846 Mode - Truck 75 South Korea 605 Strikes 78 Taiwan 231 Theme - Employment 56 U.S. 5404 United Kingdom 391 Vietnam 414

• In new research this week, we dive into Japan’s latest technology restrictions, which follow a surge in exports to mainland China and carry the risk of retaliation. Elsewhere in tech, telecom network equipment supply chains show signs of bifurcating. Taiwan Semiconductor Manufacturing Co. Ltd. is launching a range of mega-chips, and memory chips are showing signs of recovery.
• Inventory management remains an area of close focus for retailers, shown by Adidas AG’s latest results, while The Home Depot Inc. is shipping Halloween products even earlier than usual.
• Governme...

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