Impacted Domains: Operational, Financial 
Impacted Industries: Technology & Electronics, Manufacturing 
Date: July 9, 2025 

Supply chain shifts could delay Q3 builds and erode margins ahead of proposed August 1 tariffs. 

So What? 
The sharp drop in tech imports from China signals suppliers are rerouting production to India, Vietnam, and Thailand. That exposes teams to longer lead times, higher costs, and inconsistent quality heading into Q3. With a new wave of tariffs proposed for August 1, firms that haven’t revalidated sourcing since May face delayed launches, breached SLAs, and margin erosion. 

Risk Value: $10M–$150M 
Mitigation Cost: $500K–$10M 

What to do: 

• Validate tier-1 and tier-2 supplier origin points and logistics routes in light of trade shifts. 

• Prioritize dual-sourcing in Vietnam or India for components linked to tariff-sensitive categories. 

• Negotiate contract flexibility to account for delivery volatility and regional exposure. 

• Use Tacilent to monitor sourcing migration, tariff policy shifts, and partner stability. 

• Conduct scenario planning for an Aug 1 tariff enforcement—focus on lead time impact and cost pass-through thresholds. 

Risk AIQ Score: 8 (High) 

https://manufacturingdigital.com/news/will-supply-chains-wobble-if-90-deals-in-90-days-fails