📊Executive Summary

The article discusses the deteriorating relations between the US and China, particularly in the context of technology and tariffs. Following a pause on tariffs, the US government has increased scrutiny on Chinese students and restricted access to advanced computer chips. This geopolitical tension could lead to significant implications for the semiconductor supply chain, affecting sourcing strategies and pricing for companies reliant on Chinese manufacturing and technology. Procurement teams should be aware of potential disruptions and shifts in the semiconductor market as these policies unfold....