📊Executive Summary

Taiwan's semiconductor industry is closely monitoring the upcoming US elections due to the geopolitical tensions between the US and China. The outcomes of these elections could significantly impact Taiwan's chip manufacturing sector, particularly in relation to trade policies and export controls. As Taiwan is a key player in the global semiconductor supply chain, any shifts in US policy could lead to changes in sourcing strategies for companies reliant on Taiwanese chips. Procurement teams should be aware of these potential risks and prepare for possible adjustments in their supply chain strategies....