📊Executive Summary

The article discusses the significant transformation of the global electronics supply chain in 2025, driven by increased demand for artificial intelligence (AI) and high-performance computing (HPC). This surge in demand is impacting sectors such as servers, chips, and cooling technologies. Additionally, geopolitical tensions and export controls are reshaping sourcing strategies, emphasizing the need for procurement teams to adapt to these evolving market conditions. The article highlights the importance of monitoring these trends to ensure supply chain resilience and strategic sourcing decisions....