📊Executive Summary

The recent actions by the Trump administration have escalated tensions in the US-China trade relationship, particularly impacting the semiconductor sector. New export controls on chip design software for Chinese companies threaten to hinder China's efforts to develop its semiconductor capabilities, which could lead to supply shortages in the future. Additionally, the aggressive stance on revoking visas for Chinese students could further strain relations and impact the talent pool in technology sectors. Procurement teams should closely monitor these developments as they could influence sourcing strategies and lead to potential supply chain disruptions....