Qisda, NEC shipments return to growth as monitor demand rises April 24, 2020 U.S. retail sales fell by 6.2% year over year in March, raising the risk of rising inventories as consumer demand continues to collapse. U.S. seaborne imports fell by 8.7% in the first two weeks of April compared to a year earlier versus 9.9% in March, suggesting that an accelerating decline i... Read more →
Panjiva Basics: After 52 Episodes, Trade War Show Season 3 Set for Tense December Finale November 12, 2019 President Donald Trump has stated that China would “like to have a rollback (of tariffs). I haven’t agreed to anything”, following Chinese statements that existing tariffs would be cut as part of a “phase 1” trade deal. Under current plans that deal is due to be agreed ahead of a planned Dec. ... Read more →
Foxconn’s Competitive Worries in TV May Not Just Be a Wisconsin Issue January 30, 2019 Foxconn may repurpose its investment in Racine County, WI as an R&D center rather than an LCD panel factory. CEO Terry Gou has stated that “In terms of TV, we have no place in the U.S. We can’t compete.” That could change if U.S. tariffs on Chinese exports, which accounted for 68.9% of U.S. TV... Read more →
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