As of December 21, 2025, the electronics sector continues to face major supply chain disruptions driven by semiconductor shortages. A renewed chip crisis has delayed parts across global auto supply chains, while tariffs on Chinese imports and rising freight costs are squeezing margins. U.S. production delays of 15–20% are impacting EV manufacturing most, likely pushing prices higher and accelerating domestic sourcing in 2026.
https://supplychaindaily.news/post/2025-12-21-supply-chain-update/