磐聚网调研 — Panjiva

Everyone loves localization of semiconductors, Applied Materials and Intel act

April 14, 2021

The White House convened a summit of business leaders on March 12 to address the challenges faced by American car and truck makers as well as other manufacturers from the current shortage of semiconductors. Intel’s CEO, Pat Gelsinger, identified the potential that shortages could be alleviated... Read more →

First 3 million TEU month for U.S. imports as demand, congestion clash continues

April 12, 2021

U.S. seaborne imports of containerized freight increased by 50.5% year over year in March and by 36.9% when compared to March 2019. That resulted in a record 3.02 million TEUs shipped, or 97,300 TEUs per day. The latter was 7.2% higher than the peak season of the three months to Nov. 30, indic... Read more →

Biden set to charge ahead with EV investments after IP case settled

April 12, 2021

SK Innovation and LG Chem have settled their intellectual property dispute over large lithium ion batteries. That came with help from the Biden administration and as a result of SK Innovation making a payment to LG Chem. The settlement reduces the supply chain risks for Ford and VW. It will al... Read more →

Panjiva Insights: Words become actions, Q2’21 Outlook

April 12, 2021

Panjiva Research’s April 8 webinar covered the outlook for Q2’21 and beyond and considered the troubled state of the logistics industry, its impact on the economic and supply chains as well as reviewing key trade policy issues to watch. The global logistics industry is still in the midst of a ... Read more →

Netgear, Unizyx boost shipments with chip challenge on route ahead

April 8, 2021

Delivery times for internet routers in the U.S. have doubled to 60 weeks during the pandemic. That’s driven an increase in demand for modem chips with the result that Broadcom has already sold 90% of its 2021 capacity. Router manufacturers may soon face similar semiconductor sourcing issues as... Read more →

Canada helped by supply chain inflation, hindered by chip crunch

April 8, 2021

Canada’s international trade activity inched 0.6% higher year over year in February after an import contraction of 2.8% was offset by a 4.1% improvement in exports. The latter outpaced the United States’ 5.1% downturn and largely reflects the two countries’ differing exposures to commodities. ... Read more →

Life after Suez – April 2021 events calendar

April 6, 2021

Trade policy events in April will include Biden administration meetings with the semiconductor industry and a heads of state meeting between the U.S. and Japan. The former will focus on strained supply chains and the latter may provide clarity on relations vis-a-vis China. The administration w... Read more →

Biden’s $337B for onshoring, logistics could accelerate semiconductor onshoring

April 2, 2021

The Biden administration’s American Jobs Act, aka the infrastructure bill, allocates $237 billion for spending on American transport infrastructure that could make road and rail freight operations more efficient and provide quicker turnaround times at air and seaports. There’s also $100 billio... Read more →

Whirlpool’s export explosion faces inevitable chip trouble

March 31, 2021

Whirlpool has reportedly experienced a 10% shortfall in deliveries of semiconductors versus its orders. The appliance maker’s Asia President, Jason Lai, has stated the firm is “facing an explosion of export orders” and that the shortage of chips in China “was inevitable”. The surge in demand c... Read more →

Sharp, JVCKenwood may have China-to-Japan swap support for Indonesia

March 31, 2021

The Japanese and Indonesian governments have held their first Foreign and Defense Ministry bilateral meeting since Dec. 2015 and have agreed a wide-ranging strategic partnership. It is aimed at reducing their dependence on Chinese supply chains, among other matters. Japan accounted for just 7.... Read more →

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