US-Taiwan-China: supply chain through the lens of TSMC, Intel & AMD
‘Good luck diversifying from TSMC’
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BET
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BET
Each month the Georgia Center of Innovation for Logistics publishes a Logistics Market Snapshot with key logistics and supply chain figures and statistics. Included are several multimodal, trucking, rail, air, and ocean freight indices, industrial vacancy and rent rates and general economic indices.
CMA CGM South Korean staff strike over bonuses after bumper 2024 profit
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Ports and supply chain operators weigh in on funding for CPB
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Carriers introduce surcharges as congestion builds at African ports
Box ship overcapacity threat from carrier appetite for new tonnage
CMA airline returns two freighters, while ANA takeover of NCA looms
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