供应链管理
Original source: Source information pending
Published: 2026-07-03
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Source: Reuters Emergency Recovery Test
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The National Retail Federation (NRF) and Hackett Associates report that the early peak shipping season is ending, with U.S. port imports expected to decline for the rest of 2026. May was the busiest month at 2.24 million TEU. Tariff changes and supply chain disruptions drove retailers to pull forward orders. Consumer spending remains resilient. Full-year 2026 imports are projected at 25.5 million TEU, up 0.1% from 2025.
China’s foreign trade rose 17.3% to ¥30.13 trillion in the first seven months of 2026, with exports up 14% and imports surging 22%. High-tech exports jumped over 50% in July, accounting for nearly 60% of monthly export growth. U.S.-China trade fell 1.6%, while ties with over 180 countries—including ASEAN and the EU—expanded. Green exports like EVs and lithium batteries posted double-digit growth for the 17th straight month. China also applies zero tariffs to imports from 63 countries.
TSMC reported $40.2 billion in Q2 2026 revenue — up 33.7% year-on-year — with 2-nm process contributing 3% of sales. ASML shipped 86 new lithography machines in the same quarter, boosting revenue to €9.32 billion ($10.69 billion). TSMC holds 73% of the global foundry market, while ASML’s EUV tools remain essential for sub-3-nm chip production. Both companies’ five-year net income grew over 90% (ASML) and 251% (TSMC). TSMC’s $100 billion Arizona expansion will support 2-nm manufacturing and advanced packaging.
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