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GM orders suppliers to end China ties by 2027 to reduce reliance amid U.S.-China tensions.
General Motors has directed thousands of suppliers to cut ties with China by 2027, accelerating efforts to reduce reliance on Chinese parts amid worsening U.S.-China trade tensions.
The move, gaining urgency in early 2025, aims to boost supply chain resilience after disruptions like China’s rare-earth export restrictions and chip shipment issues.
While GM has already shifted battery and chip sourcing to the U.S. and other allies, the latest directive expands to basic components.
Executives emphasize control and predictability over cost, reflecting a broader bipartisan trend in U.S. industry to de-risk supply chains.
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GM ordena a los proveedores que pongan fin a los vínculos con China para 2027 para reducir la dependencia en medio de las tensiones entre Estados Unidos y China.