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April 4, 2020 03:58 pm
Original Link: https://www.theverge.com/2020/4/4/21207276/tech-manufacturing-china-supply-chain-lithium-benchmark
Tech supply chains are still a complete mess
Last week, we made the case that tech manufacturing was uniquely vulnerable to pandemic problems, from a combination of just-in-time manufacturing practices and a far-flung network of suppliers. But just a week later, the news is even worse.
On Friday morning, analysts at S&P’s Panjiva Research laid out a grim picture, with US sea imports from China (which includes most of the electronics you buy) down more than 50 percent in the first three weeks of March, a result of the countrywide lockdown in China. At the same time, the subcontracting companies that actually build the hardware (the most famous is Foxconn, but of course there are a lot of them) are thinking about getting out of China entirely, at least as much as they can. Wistron...
Original Link: https://www.theverge.com/2020/4/4/21207276/tech-manufacturing-china-supply-chain-lithium-benchmark
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