Rising tensions between China and the U.S. have led to growing concerns that a tariff war will have a negative impact on the electronics industry. Amazingly, the industry has been spared thus far, and with good reason. However, even if tariffs aren't imposed, there is a silent battle between the two countries that already has impacted the global electronics ecosystem. Watching the countries levy their recent tariffs has been like watching two opponents playing chess. Each has made a move intended to weaken the other's political position.