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Walks on West Cliff

Global Supply Chains in Transition

January 5, 2026

With the increasing uncertainties with global supply chains, it was a pleasure to reconnect with my friend (and PRG Partner) Sandeep Duggal, the CEO of Extron Inc. and global supply chain expert, for a walk on West Cliff Drive to reflect on how global supply chains continue to evolve amid a series of natural, geopolitical, and economic disruptions, from pandemics and floods to shifting U.S.–China relations, tariffs, and rising logistics costs.

🌐 Shifts Reshaping Global Supply Chains

Sandeep shared that for global companies building high technology hardware products, these shifts are reshaping long-standing assumptions including:

  • Manufacturing geographies
  • Sourcing strategies
  • The role of Contract Manufacturers

Traditional supply chain models, once optimized for cost, scale and stability, are now being re-evaluated through the lens of agility, resilience, and adaptability.

📊 The Importance of a Data Driven Approach

Sandeep emphasized the importance of taking a structured, data-driven approach to assess where your supply chain may be vulnerable and how to redesign it for the future including:

  • Analyzing where final assembly occurs
  • Exploring alternate regional configurations
  • Strengthening returns and repair logistics
  • Redefining the OEM-CM relationship to be more agile, resilient and collaborative

⚠️ Why It Matters

Building resilience isn’t just about diversifying suppliers. It’s about re-architecting your supply chain operations to adapt and thrive in a world defined by global uncertainty and change.

🧠 Now it’s your turn: How is your organization adapting its supply chain to today’s new realities?