A new wave of supply chain conflict is brewing
The stated 'truce' was inherently unstable due to persistent underlying geopolitical and economic competitions, making a new conflict wave inevitable.
A renewed tech supply chain conflict between China and the US will significantly reshape global technology flows, investment patterns, and national industrial strategies.
The previous period of uneasy tech cooperation or limited conflict is now escalating, requiring companies and nations to re-evaluate their strategic dependencies.
- · Domestic semiconductor manufacturing in US/Europe
- · Countries with diversified supply chain options
- · Defence tech sectors
- · Companies reliant on single-source supply chains
- · Multinational tech companies with large China exposure
- · Consumers facing higher tech prices
Increased trade restrictions and tariffs on critical technologies between China and the US.
Accelerated decoupling of critical technology stacks, leading to parallel, incompatible ecosystems.
Enhanced incentives for national self-sufficiency in technology, potentially leading to widespread industrial policy and reduced global innovation efficiency.
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Read at Financial Times — Technology