Es• 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 ...
Related Research
Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence
– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the h... Read more →
Supply Chain Edge: Tariffs normalized, memory constrained, sugar sweetened
– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analy... Read more →
Supply Chain Edge: Tariff smoke clearing, Tesla’s energy duties, front-loading for 2026
Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and relat... Read more →
Supply Chain Edge: Inflection points, cyberattacks, fire disruptions
Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shippi... Read more →
Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
