📊Executive Summary

The article discusses the impact of escalating US-China trade tensions on global supply chains, particularly in the semiconductor sector. As the US tightens its export controls on technology, China is implementing a "whole-supply-chain" strategy to mitigate these effects. This geopolitical conflict is causing disruptions across various industries, including automotive and AI, highlighting the need for procurement teams to monitor these developments closely. The article emphasizes the importance of understanding how these tensions may affect sourcing strategies and component availability in the near future....