The China-Taiwan Semiconductor Question


In fact, building a domestic chip industry would be a multi-year initiative, and if China did invade Taiwan, the impact on the overall supply chain would be immediate and would shut down the entire global economy. Visitors to China have downplayed the likelihood of an attack on Taiwan.

China, Taiwan, and Semiconductor Risks – Part 2


As I alluded to in an earlier post, the scenario of China invading Taiwan, and halting all semiconductor production is highly unlikely, for a number of reasons. If China went into Taiwan and said “We are taking over,” the workforce would simply not support it!


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China’s Electrical Grid Affects the Global Supply Chain

Enterra Insights

However, when power problems plague the world’s largest manufacturing country — China — the effects are global. Troubles in China. ”[3] With the global supply chain already in disarray, the news out of China is not good. The world runs on electricity.

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Demystifying Freight Shipping From China


But how exactly does a factory in China stopping production lead to a backup of containers at U.S. Understanding the different methods of shipping freight from China. Given the size and scope of the global supply chain, and given China’s physical distance from the U.S.,

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Airbus’s Significant Arline Orders from China

Supply Chain Matters

The Supply Chain Matters blog highlights Airbus ’s recently announced aircraft orders from three China based airlines and the likely industry and supply chain implications. China’s commercial aviation market is long noted as being strategic for industry short and long-term growth potential.

Didi stock crashes after China bans downloads of app

The Supply Chain Journal

Stock in newly public Didi Global ( NYSE: DIDI ) came crashing down Tuesday morning following a ban on its app by China amid continuing questions about the company’s business practices. Read: China targets Full Truck Alliance in cybersecurity probe.

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SC Decoupling from China

Operations and Supply Chain Management

[link]. – Bob

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China bulker pileup dwarfs California container-ship gridlock

The Supply Chain Journal

This other, less-publicized tale of seaborne gridlock is set in China and it’s not about container ships, it’s about dry bulk carriers. Bulker congestion has now risen to historic highs as China enforces stricter COVID rules for arriving vessels. Bulker congestion in China hit 52.7

US-China Trade Conference: Timely and Relevant

Logistics Viewpoints

The US-China Trade Conference discussed implications of tariff increases, China production advantages, established supply chain capabilities, ASEAN alternatives, and strategies for mitigating any negative impacts from recent 301 tariff increases. Attendees and speakers valued their established capabilities in China and articulated the difficulties with replicating these capabilities within another an alternative nation in the region. China China trade tariffs

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China port congestion falls sharply, trans-Pacific shipping rates retreat

The Supply Chain Journal

port congestion remains historically high, rates were only temporarily reduced by China’s Golden Week holiday, data on declining rates is ambiguous because different indexes give different numbers , and there is a huge inventory restocking mountain to climb even after consumer sales slow.

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China ports bracing for Super Typhoon Chanthu

The Supply Chain Journal

Two of China’s main ports are preparing for the arrival of Typhoon Chanthu, which dumped heavy rain in the northern Philippines Thursday night and Friday. The powerful storm is headed toward Taiwan and the mainland China coast.

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Cargo airlines cancel hundreds of China flights amid COVID outbreak

The Supply Chain Journal

China recently recorded its highest number of COVID cases since the start of the outbreak in Wuhan last year as the delta variant starts to take hold. My number one priority is to be full out of China because we’re sitting on a lot of cargo,” the veteran air cargo executive said.

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Biden Signs Order to Boost Bio-Manufacturing, Compete with China

Supply Chain Brain

President Joe Biden signed an executive order laying out a strategy to bolster domestic bio-manufacturing and reduce reliance on China for new medicines, chemicals and other products

Project44 expands real-time visibility into China

The Supply Chain Journal

Project44, a leader in shipment visibility for the global logistics community, announced on Friday it has expanded its tracking services into China, giving shippers a real-time view of their truckload shipments within Asia.

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China targets Full Truck Alliance in cybersecurity probe

The Supply Chain Journal

Cybersecurity regulators in China have initiated a review of two apps from digital freight-matching platform Full Truck Alliance ( NYSE:YMM ), halting new user registrations less than two weeks after the company went public in the U.S. .

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China and Taiwan: What is the risk to the semiconductor industry?


In fact, building a domestic chip industry would be a multi-year initiative, and if China did invade Taiwan, the impact on the overall supply chain would be immediate and would shut down the entire global economy. Visitors to China have downplayed the issue. The Semiconductor Question.

Alibaba cargo flights supply duty-free shopping zone in China

The Supply Chain Journal

The logistics arm of e-commerce giant Alibaba Group has contracted with Suparna Airlines to operate daily dedicated cargo flights between Singapore and Hainan province in China to support Hainan’s emergence as a duty-free shopping hub and growing e-commerce orders.

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US regulator probing China’s role in container shortage

The Supply Chain Journal

A top maritime official has started an informal investigation into whether China is using its market power to monopolize containers and other equipment crucial to international supply chains to pump up rates paid by American exporters.

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Shipping stocks hammered as China fears intensify

The Supply Chain Journal

As China goes, so goes ocean shipping. China is pivotal to dry bulk and tanker shipping markets on the demand side and to container shipping on the supply side. Any risk to China’s economy and its consumption of raw materials puts shipping in the crosshairs — and that risk is rising.

Merck in Deal With Sinopharm to Bring Covid Pill to China

Supply Chain Brain

The deal with Chinese state-owned drug-maker Sinopharm to import and market its antiviral molnupiravir in China is a sign the country is considering more COVID-19 medicines from overseas developers

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Apple’s Plan to Produce New iPhone in Both China and India Long Planned

Supply Chain Matters

Supply Chain Matters provides our readers added perspectives on this week’s reports indicating that Apple has initiated plans for production of the upcoming new model iPhone14 to be sourced from both China and India.

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The Brittle China/U.S. Supply Chain

Enterra Insights

According to Tom Derry, CEO of the Institute for Supply Management, “There’s almost no industry sector — and when I say that, I mean manufacturing and nonmanufacturing — that isn’t reliant on China in the United States. … If you don’t have a first-tier supplier who’s sourcing from China, then your supplier’s supplier is.”[1] ”[1] When people hear statements like that, their first thought is often, “The United States has a China problem.”

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China’s covid outbreak already wreaking havoc on supply chains

IT Supply Chain

The post China’s covid outbreak already wreaking havoc on supply chains appeared first on IT Supply Chain. By Josh Brazil (pictured). SVP Global Supply Chain Insights, project44.

U.S. Chip Makers Hit by New China Export Rule

Supply Chain Brain

in China and Russia Nvidia says the U.S. government requires a new license, effective immediately, to address the risk of chips being "used in, or diverted to a 'military end use'.

From Sneakers to Teslas, China Lockdowns Upend Global Supply Chains

Supply Chain Brain

Here’s a breakdown of how the situation in China is intensifying global supply chain chaos

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New air cargo service connects China to Mexico City

The Supply Chain Journal

Aeroméxico Cargo launched a route Saturday between Wuhan, China, and Mexico City, becoming the first regular service from the Chinese mainland to Latin America, according to a release. Wuhan is located in central China and has a population of 9.8

Boeing’s China Orders Dry Up on U.S. Tensions in Boost for Airbus

Supply Chain Brain

Boeing missed out on a 40-plane deal in September, following an even bigger hit in July, when China ordered nearly 300 Airbus aircraft worth about $37 billion at sticker prices

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U.S., European Firms Rethink China Investment After Lockdowns

Supply Chain Brain

and European businesses are reconsidering their investments in China after the lockdown in Shanghai and restrictions in other cities caused major disruption to their operations

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Doing Business in China


China boasts one of the oldest, most advanced civilizations on Earth, with a history going back as far as 2070 B.C. Though, even as the country has experienced great economic and infrastructure growth, over its history, alternating periods of civil unrest, famine and foreign occupation have plagued China. Starting in the 1990s, China increased its participation in global organizations and assumed a prominent position in global political and economic activities.

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Vietnam urges China to ease supply chain bottlenecks

Logistics Middle East

NEWS Roads Supply Chain Transport China supply chain crisis vietnamThe stringent measures imposed by Chinese authorities have severely disrupted the trade flow between the two neighbours, especially after several factory closures across Vietnam due to the surge in COVID-19 cases.

U.S. Sanctions Help China Supercharge Its Chipmaking Industry

Supply Chain Brain

China’s chip industry is growing faster than anywhere else in the world, after U.S. sanctions on local champions from Huawei Technologies Co. to Hikvision spurred appetite for home-grown components

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China Set to Dominate Production, Market for Collaborative Robots

Supply Chain Brain

China will dominate the market for collaborative robots, set to expand at annual growth rates estimated at more than 20% to 2026, according to new research

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Podcast | Leaving China Isn’t As Easy As You Think

Supply Chain Brain

Getting out of China isn’t so easy either Think it will be difficult to bring back manufacturing to the United States?

‘Just so big’: China’s outsize role in trade at Texas border crossings

The Supply Chain Journal

Though well behind Mexico, China ranks second for international trade at the three largest United States-Mexico border crossings in Texas: Laredo, El Paso and Pharr. China is the predominant country, but we see products from Japan, Thailand and Vietnam,” Oltikar said. China was the No.

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China’s Supply Chain

Tompkins Blog

The demand for increased efficiency in China distribution is driving some incremental improvements in supply chain. The post China’s Supply Chain appeared first on Tompkins International. Blog China Consumer Products Retail

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Jeep’s China Failure Sends Foreboding Signal to Global Carmakers

Supply Chain Brain

It was one of the very first international auto brands to enter China, widely recognized by consumers and understood by its owners to have huge potential.

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U.S. Bars 'Advanced Tech' Firms From Building China Factories for 10 Years

Supply Chain Brain

tech companies that receive federal funding will be barred from building "advanced technology" facilities in China for 10 years, the Biden administration has said

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Watch: The ‘China Plus One’ Sourcing Strategy

Supply Chain Brain

Vipul Kumar, senior manager of procurement with Aranca, discusses how companies are seeking to supplement manufacturing in China with sourcing in alternative locations, to mitigate risk and control costs

Ships Refueling in China Show How Congestion Is Reshaping Demand

Supply Chain Brain

Port congestion in China is prompting more vessels to refuel at the country’s ports as the worsening COVID-19 outbreak forces the reconfiguration of shipping routes

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China-based ForU Worldwide files for $100M IPO in US

The Supply Chain Journal

ForU Worldwide, a digital freight transportation company based in China commonly known as Fuyou Trucks (Fuyou Kache), on Thursday filed with the Securities and Exchange Commission for an initial public offering that could raise up to $100 million.

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