📊Executive Summary

The recent escalation in US-China tensions has led to the US adding 23 Chinese companies, including Fudan Microelectronics Group, to its entity list. This move is part of ongoing geopolitical conflicts affecting the semiconductor industry, as it restricts these firms from accessing US technology and components. Such actions could disrupt supply chains and impact procurement strategies for companies relying on these suppliers. Procurement teams should closely monitor the implications of these sanctions on sourcing and pricing strategies, particularly in the semiconductor sector....