The global electronics landscape has been reshaping since 2017 with the ongoing technological rivalry between the US and China. This competition, with its sanctions, export restrictions, and race for technological dominance has been disrupting supply chains and creating significant uncertainties. Despite the fierce competition, strong interdependence between the two nations persists, even as the industry faces the possibility of fragmentation by 2035. Coface outlines this tech war and the impact it could have in this article. https://www.coface.com/news-economy-and-insights/tech-wars-us-china-rivalry-for-electronics-out-to-2035#an-even-more-fragmented-industry-by
