📊Executive Summary

The ongoing U.S.-China trade war has significantly impacted the semiconductor supply chain, particularly affecting aerospace and defense sectors. Export limitations on semiconductors and critical minerals have created vulnerabilities in the supply chain, especially for legacy components essential for national security. The U.S. has maintained tariffs and restrictions on Chinese goods, which has led to a decoupling of the semiconductor supply chain. This situation necessitates a stable supply of electronic components to ensure the operational efficiency of aerospace and defense industries. The geopolitical tensions have heightened the urgency for companies to reassess their sourcing strategies and consider domestic production options....