📊Executive Summary

The recent escalation in US-China trade tensions has significant implications for electronics supply chains. On October 10, 2025, President Trump threatened "massive" tariffs on Chinese imports, while China responded with export controls on rare earth elements and new port fees targeting US vessels. This renewed conflict is likely to disrupt supply chains, especially for companies reliant on Chinese manufacturing, such as Apple and Qualcomm. The technology sector, particularly semiconductor companies, may face increased production costs and lead times due to these geopolitical tensions. As companies reassess their supply chain strategies, procurement teams should monitor potential tariff impacts and consider diversifying their supply sources....