Every week, Rinchem shares important articles and topics about chemical and gas logistics, industries we operate in, and the general global supply chain. This week's post includes countries making big bets on their semiconductor industry, reshoring to navigate tariff uncertainty, and a college program to allow high school students to enter truck driving and logistics.
Keep reading to see this week's hot topics.
This week's stats
$24 Billion per year- The amount Mexico currently spends on imported chips for its electronics and automotive sectors Rest of World
Over 60- The number of tariff proclamations in the first six months of the current administration Foley
$116.8 Billion- Malaysia's semiconductor investment target by 2030 Rest of World
These countries want to be the next big semiconductor hubs
Mexico, Malaysia, and India are each crafting national semiconductor strategies focused on legacy chip production to escape costly reliance on imports and ascend the value chain—without directly challenging top-tier giants like TSMC or Nvidia. Mexico’s new Kutsari Center aims to cut its $24 billion annual chip import bill; Malaysia, already the world’s 7th-largest chip exporter, launched a National Semiconductor Strategy targeting $116.8 billion in investment by 2030; and India similarly has set national ambitions, though all three nations face critical shortages of engineers. Experts warn that establishing a complete semiconductor ecosystem in any single country is overly optimistic, given the global sophistication and fragmentation of the supply chain.
What Every Multinational Should Know About … the Use of Reshoring to Navigate Tariff Uncertainty
The Foley & Lardner article “What Every Multinational Should Know About … the Use of Reshoring to Navigate Tariff Uncertainty” (published August 13, 2025) explains that reshoring—bringing production back to home countries—has shifted from a strategic choice to a vital risk-management tool amid sharply rising tariff unpredictability. While early reshoring was driven by customer proximity, just-in-time logistics, and automation, presidents Trump’s recent aggressive policies—over 60 tariff proclamations in just the first half of 2025—have propelled companies to reconsider offshore production. In response, firms are now weighing the operational stability, supply-chain control, cost predictability, and government incentives that domestic manufacturing can provide.
WTC offers new certificate program for high school students in truck driving, logistics
West Texas College (WTC) has introduced a new two-year certificate program for high-school students aimed at fast-tracking entry into truck driving and logistics careers. The curriculum includes courses such as "Trucking Environment and Lifestyle," "Introduction to Business Logistics," and "Freight Loss and Claims," blending classroom instruction with hands-on training for practical readiness. This initiative is designed to meet growing regional industry demand, offering students a clear pathway from high school into the transportation and logistics workforce.
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