China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
Expect Shengyi to enter Nvidia supply chain in 2024
WP_Global_Value_Chain_Policy_Series_Investment_report_2018
WEF_Charting_the_Course_for_Global_Value_Chain_Resilience_2022
China Hardware/Semi – Reality check on smartphone supply chain: Prefer Apple and RF names
WEF_Shifting_Global_Value_Chains_2021
Global Value Chain and Inflation Dynamics
Assessing India’s Readiness to Assume a Greater Role in Global Semiconductor Value Chains
WEF_Inclusive_Deployment_of_Blockchain_for_Supply_Chains_Part_4_Report
Template: Value Chain Framework