Supply Chain Edge: Tracking chips, cutting costs, container caution — Panjiva
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Supply Chain Edge: Tracking chips, cutting costs, container caution

China 3000 Cons. Discr. - Autos 1207 Corp - Forwarders 344 Corp - Shipping 992 Earnings 744 Energy - Conventional 452 Energy - Refined Oil 199 Energy - Renewables 192 India 529 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Materials - Chemicals 255 Mode - Containerized 1490 Poland 13 Russia 122 Sanctions 165 South Korea 594 Taiwan 221 Turkey 70 U.S. 5348

– In new research this week, we look at two major supply chain visibility challenges for technology supply chains. First, Turkey has tightened up the export rules for Common High Priority Item exports to Russia, while India’s exports have grown — we identify other export flows. Second, Taiwan Semiconductor Manufacturing Co. Ltd.’s (TSMC) chips may have ended up where they should not, highlighting the complexity of managing downstream supply chains.
– The energy transition is all about future growth, but in the near term, firms are having to manage costs. We look at Ford Motor Co.’s...

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