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 496 China 2979 Cons. Discr. - Apparel 500 Cons. Discr. - Autos 1186 Cons. Discr. - Durables 519 Cons. Discr. - Retailing 473 Consumer Staples 764 Corp - Shipping 981 Earnings 730 European Union 832 Japan 605 Materials - Chemicals 241 Mexico 887 Mode - Containerized 1475 Mode - Seaborne 1806 Mode - Truck 75 South Korea 581 Strikes 69 Taiwan 210 Theme - Employment 56 U.S. 5325 United Kingdom 371 Vietnam 377

• 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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