A costly and extensive logistics effort to shift goods away from the bridge disaster in Baltimore is taking shape. Operators from global automakers to local truckers and a wide range of shippers are redirecting business as they try to contain the impact of the latest disruption to hit supply chains. The WSJ Logistics Report’s Liz Young writes that companies like freight forwarder OL-USA are patching together new transportation links out of Baltimore as they wait for word on containers on the damaged containership Dali. Auto transporter Wallenius Wilhelmsen projects a hit to earnings from the closure of a key hub while a terminal outside the disaster site prepares for the arrival of diverted car carriers. Some container lines have declared force majeure, meaning they won’t cover shippers’ added transport costs. Authorities say the wreckage in the water is extensive and have no estimate on when the shipping channel may reopen.

• A tug pushing a fuel barge became the first ship to pass the collapsed bridge in Baltimore after a temporary channel was opened. (Progressive Railroading)

A powerful earthquake put the readiness of the world’s most important semiconductor-manufacturing hub to the test. The 7.4-magnitude quake that struck eastern Taiwan killed at least nine people and damaged roads and buildings, including some that partially collapsed. The WSJ’s Yang Jie reports the shaking reached an industrial park near Taipei at the center of a hub for chip production and suppliers, including Taiwan Semiconductor Manufacturing. TSMC briefly evacuated some of its locations Wednesday and suspended work at some plants. TSMC and others were fortunate in this instance because the facilities are relatively distant from the epicenter on the eastern side of the island. The chip makers have also ramped up their resilience with precautions since previous disasters. TSMC says it added dampers to buildings to absorb earthquakes’ energy and has been conducting drills aimed at reducing losses and getting operations back up quickly.

A chip cluster in the semiconductor supply chain may be forming in the U.S. Midwest. The decision by South Korea’s SK Hynix to invest $3.9 billion in an advanced chip-packaging facility in West Lafayette, Ind., marks a win for Midwestern states seeking a bigger piece of America’s burgeoning semiconductor industry. The WSJ’s Jiyoung Sohn and John Keilman report the plant is set to mass-produce a critical component to artificial-intelligence computing and will host research and development activities when it opens in the second half of 2028. Spurred by incentives linked to 2022’s $53 billion Chips Act, semiconductor giants have envisioned new American production frontiers in the Midwest. Though the region lacks existing infrastructure, officials are pitching their lower overall costs, untapped labor forces and proximity to key resources. Expansion outside traditional clusters also helps spread out risk as weather and transportation-related problems affect entire regions of the country.

• Intel restated results in its Foundry chip-making business, which lost $7 billion last year on a 34% decline in revenue. (WSJ)

A measure of U.S. service-sector activity showed expansion slipping in March to a three-month low. (MarketWatch)

The eurozone’s annual rate of consumer inflation fell for the third straight month in March. (WSJ)

A private gauge of China’s services activities notched a 15th straight month of growth. (WSJ)

CMA CGM, Volvo and Renault named Philippe Divry CEO of their new joint venture to build electric delivery vans. (WSJ)

Ford’s sales of electric vehicles in the first quarter surged 86% over last year. (WSJ)

Sales at the North American unit of car maker Stellantis tumbled 10% last quarter. (WSJ)

PepsiCo and Carrefour ended an impasse over prices in an agreement that will return the supplier’s products to store shelves in France. (WSJ)

Amazon is slashing hundreds of jobs from its cloud-computing business. (WSJ)

Cosmetics retailer Ulta Beauty reported a significant deceleration in growth across the beauty category in the past two months. (WSJ)

Chinese state-owned electric-vehicle maker Aion plans to build its second Southeast Asia plant in Indonesia. (South China Morning Post)

Revenue at most of the top U.S. less-than-truckload carriers declined last year despite Yellow’s exit from the market. (Journal of Commerce)

Automotive trucking operator Universal Logistics is laying off 677 workers at a Detroit-area auto-sequencing plant. (Crain’s Detroit Business)

Airfreight rates are rising at a strong pace amid disruptions in ocean transport. (The Loadstar)

The International Air Transport Association says air cargo demand rose in February at a double-digit rate for the third straight month. (Air Cargo News)

Burlington Stores plans to open a 2 million-square-foot distribution center in the Southeast U.S. in 2026. (Supply Chain Dive)

Cardinal Health is adding a fourth distribution center in central Ohio for its wholesale drug and medical supply operations. (Columbus Dispatch)

CMA CGM is shifting its container operations in Finland to Estonia because of strikes at Finnish ports. (World Cargo News)

Paul Page is editor of WSJ Logistics Report. Reach him at paul.page@wsj.com.

Follow the WSJ Logistics Report team: @PaulPage, @bylizyoung and @pdberger. Follow the WSJ Logistics Report on X at @WSJLogistics.