Supply Chain Edge: The new Vietnam — Panjiva
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Supply Chain Research

Supply Chain Edge: The new Vietnam

Ags - Grains/Beans 300 Bangladesh 38 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Cons. Discr. - Durables 524 Corp - Shipping 986 Denmark 8 ESG 61 Earnings 735 European Union 838 India 522 Industrials - Capital Goods 590 Info Tech - Tech Hardware 810 Malaysia 149 Mexico 892 Sanctions 164 Taiwan 213 Thailand 136 Trade Deals 1000 U.S. 5332 Ukraine 20 United Kingdom 375 Vietnam 381

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global toolmakers as well as the long-term reshoring strategies of major Danish manufacturers. The European Parliament has been busy, reaching agreements on new support for investment in semiconductor supply chains and a raft of new and updated carbon pricing mechanisms. A dispute over Ukrainian grain import...

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