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 500 China 2985 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Cons. Discr. - Durables 524 Cons. Discr. - Retailing 477 Consumer Staples 767 Corp - Shipping 986 Earnings 735 European Union 838 Japan 611 Materials - Chemicals 245 Mexico 892 Mode - Containerized 1481 Mode - Seaborne 1811 Mode - Truck 75 South Korea 588 Strikes 72 Taiwan 213 Theme - Employment 56 U.S. 5332 United Kingdom 375 Vietnam 381

• 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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