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Sector Signals

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Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

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18 results — tag: Supply Chain Clear filter

Practical Guide

U.S. Connected Vehicle Rule

The U.S. connected vehicle rule took effect on March 17, 2025, bans China/Russia VCS parts, sets MY2027/MY2030 deadlines, and has $1M penalties.

EV Marketconnected vehiclesupply chain

News

SBTi: Corporate Net-Zero Standard V2.0 Released

On June 11, 2026, the Science Based Targets initiative (SBTi) released the revised Corporate Net-Zero Standard V2.0. It abandons a one-size-fits-all approach for multiple target-setting options and an implementation hierarchy, imposes phased responsibility for ongoing emissions on large companies, and strengthens implementation transparency.

SustainabilitySBTiNet Zero

News

CBAM Strengthening: EU Council Agrees on Downstream Expansion

On June 12, 2026, the Council of the EU agreed to extend the Carbon Border Adjustment Mechanism (CBAM) to certain downstream products and to strengthen anti-circumvention measures. Following the December 2025 Commission proposal, Parliament's plenary adoption is expected in September 2026, with final legislation likely in late 2026 to 2027.

SustainabilityCBAMEU

News

India Semiconductor: OSAT and Design Onshore

Tata is building India's first semiconductor assembly and test facility, TSAT, in Jagiroad, Assam, with an investment of Rs 27,000 crore, or more than $3 billion. After ramp-up, it is expected to produce up to 48 million chips per day and support more than 27,000 jobs.

Power SemiconductorsIndia SemiconductorOSAT

News

CDP Adds Ocean to Environmental Disclosure

Starting the week of June 15, 2026, CDP will add ocean as its sixth disclosure theme after climate, forests, water, biodiversity, and plastics. With about 90% of world trade dependent on maritime transport, new questions will cover target setting and supplier engagement.

SustainabilityCDPESG

News

US Connected-Vehicle Rule: SC Realignment

The US Commerce Department's (BIS) connected-vehicle final rule took effect on 17 March 2025. It bans China/Russia-linked supply — software from model year 2027 and hardware from 2030. Noting it is a phased entry, not a blanket ban, we map the supply-chain impact and the issues to check.

EV MarketConnected VehiclesUS Regulation

Practical Guide

Scope 3: Guide to Primary Data Collection from Suppliers

Supply chain emissions are estimated to be 11.4 times greater on average than direct operational emissions. Drawing on the GHG Protocol Supplier Engagement Guidance and the Ministry of the Environment Guide (v1.0), this article organizes who to collect primary data from, what to collect, and how far down the supply chain to go. Covers tier structure, the top-concentration principle, and approaches for small and medium-sized suppliers.

SustainabilityScope 3Supplier Engagement

Feature

CSRD & CSDDD 2026: Scope, Supply-Chain Duties & Actions

CSRD and CSDDD 2026: revised scope after Omnibus I, cascading supply-chain duties, and practical steps to comply.

SustainabilityCSRDCSDDD

Practical Guide

Human Rights DD: 6 Practical Steps for Mid-Cap Makers

Organizes the human rights due diligence required by CSDDD and LkSG into 6 actionable steps for mid-sized manufacturers. Covers what to document at each step—from policy formulation and risk mapping to grievance mechanisms and disclosure—to pass EU business partner audits, explained from a practical operations perspective.

SustainabilityHuman Rights Due DiligenceCSDDD

News

CBAM: India Aluminum Exports Fall 41.7% on Carbon Costs

Following the full enforcement of the EU CBAM, India's unalloyed aluminum exports to the EU fell 41.7% in a single year. Drawing on the first quantitative data showing carbon costs materializing as real trade costs, we examine the structural risks now facing manufacturers.

SustainabilityCBAMIndia

News

Doosan Acquires SK Siltron: SiC Wafer Supply Shift 2026

Doosan acquires 100% of SK Siltron for ~5 trillion KRW. We assess the SiC wafer vertical-integration play despite a 414bn KRW impairment and covenant risk.

Power SemiconductorsSiCSiC wafer

News

SSBJ & CBAM: Dual 2026 Mandate for Disclosure/Carbon Cost

SSBJ disclosure and CBAM carbon costs both take effect in 2026. Shared supply chain emissions data will determine response efficiency.

SustainabilitySSBJISSB

News

CSRD/CSDDD: EU Customer Compliance

CSRD and CSDDD can reach suppliers through EU customer questionnaires, contract clauses, and disclosure requests. This article maps priority actions.

SustainabilityCSRDCSDDD

Practical Guide

Human Rights Due Diligence: Practical Guide for Makers

Against the backdrop of Japan's National Action Plan on Business and Human Rights (2021–2025) and pressure from the EU's CSDDD, supply chain-wide human rights due diligence has become a practical challenge for Japanese manufacturers. This article outlines the basic structure — what to identify, how to respond, and what to disclose — and clarifies response priorities.

SustainabilityHuman Rights DDSupply Chain

Practical Guide

SBTi SME Program: Practical Application Guide and Changes

SBTi (Science Based Targets initiative) offers a simplified commitment pathway for small and medium-sized enterprises (SMEs). This article organizes the differences from the standard track, the preparation required for application, and practical examples from Japan. It serves as a practical reference for mid-size manufacturers that have begun to receive SBTi commitment requests from major customers.

SustainabilitySBTiSME

News

Infineon and SK Siltron Sign SiC Wafer Supply Agreement

In 2025, Infineon signed a multi-year SiC wafer supply agreement with SK Siltron, symbolizing a structural shift in the SiC supply chain where wafer procurement secured through single long-term contracts will determine the competitiveness of power semiconductors.

Power SemiconductorsInfineonSK Siltron

News

Renesas: 10-Year SiC Wafer Supply Deal with Wolfspeed

Renesas and Wolfspeed's 10-year SiC wafer agreement shows how supply, wafer quality, and 8-inch migration are becoming strategic assets.

Power SemiconductorsRenesasSiC

Practical Guide

SiC 8-inch Wafer Supply System

While SiC power semiconductor wafer sizes are transitioning from 6-inch (150mm) to 8-inch (200mm), a significant gap remains between the commencement of this transition and the establishment of a stable supply chain; when assessing the 8-inch wafer supply chain from a design and procurement perspective, the pace of transition is a critical factor.

Power Semiconductors8-inch SiCSiC