📊Executive Summary

The article discusses the ongoing trade tensions between the US and China, particularly focusing on how these tensions are impacting semiconductor manufacturers. Companies like TSMC and Intel are highlighted as being caught in the crossfire, facing challenges such as export controls and tariffs that could disrupt their supply chains. The implications for procurement teams are significant, as these geopolitical risks could lead to supply shortages and increased lead times for critical semiconductor components. Companies are advised to closely monitor these developments to mitigate risks associated with sourcing and supply chain management....