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 136 Canada 503 China 2988 Cons. Discr. - Apparel 506 Cons. Discr. - Autos 1196 Cons. Discr. - Durables 527 Cons. Discr. - Retailing 480 Consumer Staples 769 Corp - Shipping 987 Earnings 738 European Union 840 Japan 613 Materials - Chemicals 248 Mexico 892 Mode - Containerized 1483 Mode - Seaborne 1813 Mode - Truck 75 South Korea 590 Strikes 73 Taiwan 215 Theme - Employment 56 U.S. 5335 United Kingdom 375 Vietnam 382

• 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.
• Government ...

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