Sweeping U.S. export restrictions are starting to take a toll on China’s tech sector. Semiconductor imports into the country are falling and Chinese companies say they are struggling to get key components and machinery. The WSJ’s Dan Strumpf and Clarence Leong report some companies are remodeling chipsets to make them less powerful so they fall within U.S. rules. The distress signals show Washington’s nine-month-old policy is already starting to bite, highlighting the deeply interconnected nature of the world’s technology supply chains. The impact may embolden efforts to use sanctions and trade restrictions as tools in international policy. The long-term implications of the chip restrictions are significant. This month, a top Chinese AI company warned investors of a big hit to revenue because of tight supply. That suggests China’s AI contenders risk falling behind in a sector that Beijing has said it aims to lead the world in by 2030.

A battle between two fast-growing online retailers for customers is turning into a fight over suppliers. China-founded fashion retailer Shein and online marketplace Temu have been slapping each other with lawsuits in U.S. courts alleging corporate dirty tricks such as bullying suppliers to pick sides and trademark infringement. The WSJ’s Shen Lu reports Temu has dramatically cut into Shein’s market share since launching in the U.S. in September, heating up competition between the retailers. The clash is part of the changing arena for e-commerce, as cross-border sales and new avenues to reach consumers are upending more familiar online retail channels. Their dispute is also playing out on the ground in China as they fight for suppliers and workers, triggering pitched fights for clothing manufacturers. The efforts highlight how critical their supply chains are to securing the cheapest possible goods to win over U.S. thrift shoppers, their largest market.

• Amazon plans to double the number of U.S. same-day delivery facilities in the coming years. (Bloomberg)

Signs of deflation are becoming more prevalent across China, including sliding producer prices for key industrial goods. (WSJ)

Pending home sales in the U.S. inched up in June for the first time in four months. (MarketWatch)

Federal regulators are proposing stricter fuel-economy standards for light-duty cars and pickup trucks. (WSJ)

CVS Health is cutting 5,000 jobs, primarily in its corporate workforce. (WSJ) 

The value of America’s regional malls has plummeted and many properties are defaulting on debt as billions of dollars in loans come due. (WSJ)

U.S. railroads expect heat waves to reignite coal shipments to utilities as people crank up the air conditioning. (Reuters)

The dockworkers’ union and employers at British Columbia ports say they reached another tentative agreement on a labor contract. (Vancouver Sun)

Canadian Pacific Kansas City says British Columbia's port strikes could affect grain transportation this autumn. (Dow Jones Newswires)

Ocean Network Express plans to reduce capacity after second-quarter profit sank 91% to $513 million. (TradeWinds)

German ocean cargo handler HHLA scaled back its annual earnings and volume projections on a “significant” decline in container business. (Port Technology)

Teamsters workers at TForce Freight ratified a proposed five-year contract at the less-than-truckload operator. (Journal of Commerce)

J.B. Hunt Transport Services ordered 13 electric heavy-duty trucks from Nikola, three of them hydrogen cell-powered. (MarketWatch)

Panasonic is liquidating its LCD panel subsidiary and intensifying its shift into making​ electric-vehicle batteries. (Nikkei Asia)

Walmart has recruited and trained 190 workers from its retail stores to drive trucks. (Dallas Morning News)

Industrial parts supplier Grainger's sales jumped 9% in the second quarter compared to the first quarter. (Industrial Distribution)

Bradshaw Home is opening a 1.2 million-square-foot housewares distribution center in Savannah, Ga. (Savannah Morning News)

Atlanta-based vehicle hauler Jack Cooper Transport is acquiring the assets, including 240 trucks, of car carrier Moore Transport. (Automotive Logistics)

Heineken cut its annual profit forecast as sales fell after beer drinkers balked​ at higher prices. (Financial Times)

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.