clean break suppliers
14% of GM's Chinese import costs were slashed by the 2025 tariff hike, tightening margin pressure on its North American fleet, and the answer is that GM can break the link - but only with a $5.2 billion domestic investment and disciplined execution. "The numbers reveal
china semiconductor supply
General Automotive can lower supply chain risk by diversifying sources, building local buffers, and using digital tools to gain real-time visibility, ensuring vehicles roll off the line even when China semi-tech hold-outs persist. In 2024, General Motors reported $8.2 billion in fixed-ops revenue, yet lost 12% market share to
clean break suppliers
Yes, the automotive supply chain is fragile, especially for General Motors as it leans heavily on China-based parts and plans a sweeping supplier exit by 2027. The risk profile spikes when geopolitical, labor and logistics shocks converge, turning short-term savings into long-term cost spikes. Financial Disclaimer: This article is for