Supply chain monitoring presents a huge challenge to companies doing business overseas.

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The ultimate holder of the risk, the investor, has more reason to care but owns a complex product and is too far down the chain for monitoring to work.

ECONOMIST: Securitisation

For now, a lack of catalysts may keep the stock performing in line with the market, although signs of overheating in the semi value chain are worth monitoring carefully.

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But Mr Lee and his colleagues are already concentrating on the ultimate prize of supply-chain integration: ways of constantly monitoring and improving the whole system by using all the available data.

ECONOMIST: Chain reaction

David Walker, senior vice president of logistics, says that electronic monitoring of items from point of origin to the warehouse could boost the chain's operating margin from 11.5% to 12.5%.

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