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Semiconductors

3 briefings, newest first.

  1. Ocean Freight Collapse Exposes Structural Weakness

    Container rates fall 10% in a week as Lunar New Year exposes overcapacity, Micron breaks ground on a $100 billion fab, and semiconductor tariffs advance.

  2. Maritime Markets: Opportunistic Rate Push Tests Weak Demand

    Carriers test a rate increase against weak demand, the U.S.–China truce holds ahead of an April reset, and chip capacity limits constrain AI expansion.

  3. Walmart's $520 Million Automation Bet Reshapes Industry Dynamics

    Walmart's $520 million automation bet resets the bar for retail logistics, Target's missteps become clear, and record port volumes push terminals to their limits.