– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, adding to measures that resulted in reduced exports of materials and magnets. The Dutch government has restricted the operations of a mainland Chinese-owned chipmaker, in part anticipating future growth in exports of mature-node semiconductors.
– The latest call in our reshoring research tour is the Philippines, which is well placed in the electronics sector and has opportunities to improve trade access to the EU and the US, but faces stiff comp...