📊Executive Summary

The article discusses the ongoing US-China trade conflict and its implications for global supply chains, particularly focusing on Taiwan's role in semiconductor manufacturing. It highlights the escalation of tariffs and export controls, which have led companies to reassess their supply chains and consider relocating operations to countries like India and Vietnam. The article also notes China's restrictions on key materials for semiconductor production, which could impact availability and pricing. This geopolitical tension is reshaping alliances and trade dynamics, making it crucial for procurement teams to monitor these developments closely....