Investigaciones de Panjiva — Panjiva
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Showing research about Japan

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Ford, GM see impact of chip shortage

Automakers reporting Q3 results over the past few weeks have had a common theme in talking about the chip shortage and the impact on business. Ford CFO John Lawler noted the challenges facing the industry saying they saw “lower-than-anticipated improvement in chip availability in the second ha... Read more →

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Ford, Volkswagen could shift if EV credits charge up

Canada and Mexico have issued warnings that potential tax credits for electric vehicle (EV) assembly in the U.S. may run afoul of USMCA. The USMCA sets out rules-of-origin requirements for cars to receive tariff reductions, and Canada and Mexico feel that the credits would undermine the commit... Read more →

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REC Silicon shifts sourcing to China

REC Silicon reported a 19.5% year-over-year change in Q3 revenues that exceeded analyst expectations by 4.9%. Panjiva data shows that imports associated with the firm increased by just 1.0% year over year in the quarter, hitting supply chain headwinds that SVP Kurt Levens noted were also oppor... Read more →

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Ford announces EV plants amid battery import surge

Ford has announced plans to build a new automotive manufacturing plant for their new electric pickup trucks as well as three new battery manufacturing plants alongside Korean firm SK Innovation. The new plants will likely be looked favorably on by American policymakers who have pushed for more... Read more →

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Samsung, Panasonic could use boosted Renesas capacity

Renesas, a chip maker, is boosting capacity by 5%0 for high end microcontrollers and 70% for low end chips by 2023, an announcement that may come as good news for the hard hit electronics sectors. While Renesas has little activity in U.S. seaborne datasets, Panjiva India data shows that import... Read more →

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