RIGZ - Taiwan Crisis Scenario Could Severely Disrupt Global Manufacturing Supply Chains

• In September, the IHS Markit Global Electronics Purchasing Managers' Index™ (PMI™) for new orders was at 58.0, signaling rapid expansion in new business with the index for future activity remaining highly expansionary in all three regions: Asia, Europe, and North America.
• Taiwan fared quite well through the pandemic and even with Covid-19 restrictions, it has felt little adverse effect on exports and the manufacturing sector.
• One important potential risk scenario which was quantified is for a short but intense confrontation that could elevate the challenges to an already precarious supply route.
• The global semiconductors industry is already facing significant backlogs in its new orders pipeline that have caused disruption to global supply chains.

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