The 2026 Supply Chain Shifts That Will Affect IT Hardware

KPMG’s latest outlook on supply chains paints a clear picture. Leaders should expect ongoing geopolitical tension, shifting tariffs, and pricing pressure, and they should treat disruption as a baseline rather than an exception.

For companies that depend on IT hardware moving across borders, that matters. Here are the shifts we are watching most closely.

Geopolitics is now a core input

Geopolitics is no longer something you read about on page two of a report. It sits on the first line of any serious supply chain strategy.

KPMG’s work on geopolitical risk highlights that supply chain vulnerabilities are directly tied to political tension, climate events, and cyberattacks. The recommendation is clear. Companies need to actively diversify sourcing and build resilience rather than hoping external shocks fade away.

In practice this shows up as:

1. Tariffs that change sourcing economics overnight
2. New restrictions on which technologies can be exported to which markets
3. Sudden pressure on particular lanes when conflicts flare up

For IT hardware, this is not abstract. A routing decision that looks cheap on paper can come with significant geopolitical risk attached.

What to reflect on

1. Which of your critical projects rely on a single high-risk region?
2. How often geopolitical risk appears in your internal rollout planning, if at all?

China plus one is now operational reality

For years, “China plus one” was a strategy phrase. Now it is how many electronics supply chains are actually structured.

Recent analysis of consumer electronics supply chains describes a “fundamental restructuring” in which reliance on China is being balanced with new capacity in Vietnam, India, Mexico, and Thailand. These countries are evaluated not just on cost, but also on infrastructure and regulatory stability.

Several 2025 reports note that:

1. Multinationals including Apple, HP, and Dell are expanding production in India, Vietnam, and Mexico as part of this shift.
2. Vietnam and India in particular are emerging as strong alternatives for electronics assembly and component manufacturing.

For IT hardware buyers, that means the “origin story” of a device is becoming more complex. A server that used to be almost guaranteed to come out of one region may now move through a different manufacturing footprint entirely.

What to reflect on

1. Do you still think about “China” as a single point of origin, or do you know which alternative hubs your vendors now use?
2. How changes in the origin country affect transit times, customs profiles, and available air capacity?

AI chips and export controls are new supply chain chokepoints

If you care about GPUs, accelerators, or high-performance networking gear, export controls are part of your supply chain now.

Since 2018, the United States has strengthened export controls to restrict China’s access to advanced semiconductors and the tools used to make them, especially where AI and high-performance computing are involved.

Those rules were expanded in 2022, 2023, and 2024, and more recent analyses from CSIS and others highlight additional updates to advanced computing and AI export controls in late 2024 and 2025.

In parallel, commentary from policy and economics experts notes that these controls are designed to:

1. Limit the export of high-end GPUs and AI accelerators
2. Restrict the sale of certain chipmaking tools into China
3. Shape where advanced semiconductor production can operate over the medium term

China is responding with its own industrial policies, including an informal rule that at least 50 percent of new chipmaking equipment for added capacity should be domestically sourced, as part of a broader push for semiconductor self-sufficiency.

For IT hardware procurement, this creates a new kind of fragility. Allocation, routing, and even availability for certain classes of hardware can be influenced by regulatory decisions rather than simple demand and supply.

What to reflect on

1. How exposed is your roadmap to specific AI chip families or high-end components?
2. Whether you actively monitor export control changes in your main corridors or rely on ad hoc updates?

Sea crises are still spilling over into air

The Red Sea shipping crisis has turned into a long-running case study in how regional security issues spill into global logistics.

The Suez Canal typically handles 12 to 15 percent of global trade and roughly 20 to 30 percent of global container shipping. Since late 2023, attacks on shipping in the Red Sea and Gulf of Aden have disrupted that flow. An overview of the crisis notes that freight and insurance costs have surged as vessels divert around the Cape of Good Hope to avoid the area.

J.P. Morgan estimates that the crisis pushed Asia to Europe container rates to nearly five times their prior levels, with a significant knock on effect for suppliers and importers along those routes.

When ocean routes seize up, urgent cargo moves to air. That shift has kept pressure on air freight capacity and pricing, especially on Asia to Europe and trans Pacific trades.

For IT hardware that already travels primarily by air, the result is a more crowded sky. Rates and transit times are shaped not only by tech demand, but also by how other sectors react to maritime disruption.

What to reflect on

1. Whether your planning assumptions for air freight still match current data, especially on key lanes
2. How do you incorporate sea-related risk into air capacity planning, even if you do not ship by sea?

Digital supply chain tools are moving from buzzword to execution

After years of broad “digital transformation” talk, many supply chain teams are shifting focus from big promises to practical tools that actually reduce risk and lead time.

KPMG’s 2026 outlook points to sustained investment in strategy, technology, and data as a requirement if companies want better performance in a disruptive environment.

Other analyses of 2025 supply chain trends highlight a similar pattern. Rather than large, monolithic projects, companies are investing in:

1. Connected systems that make data visible across the chain
2. AI supported tools for forecasting and lead time prediction
3. Control tower style views that help teams respond faster to disruption

The goal is not flashy dashboards. It is faster, better decisions when something breaks.

For IT and operations leads, the question is no longer “should we digitize?”. It is “which small number of tools will help us make better calls about routing, staging, and inventory this quarter?”.

What to reflect on

1. Whether your current logistics data is visible to IT, finance, and project teams in one place
2. Which decisions in your rollout process still rely on guesswork instead of current data

Bringing it back to your 2026 roadmap

None of these trends live in isolation. Export controls influence where hardware is built. Geopolitics shapes tariffs and air capacity. Maritime crises squeeze already tight air lanes. Digital tools determine how quickly your teams can see the impact and respond.

The companies that will navigate 2026 well are not the ones with the most optimistic forecasts. They are the ones that plan for:

1. Volatility as a normal input
2. Multiple credible origins for key hardware
3. Regulatory changes that can reshape lead times overnight
4. Clear, shared data around logistics and deployment readiness

If your work touches IT hardware deployments, this is the landscape you are walking into. Understanding these moves now is the first step to building rollouts that do not get knocked over by the next surprise.

If these 2026 shifts are shaping your roadmap, here are a few resources worth reading next.

Continue reading:

1. Why Tech Giants Do Not Leave Logistics to Chance (Cisco)
2. Navigating the SD-WAN Supply Chain: How AI is Reshaping the Landscape
3. Mastering the Art of Overnight Tech Deliveries: Five Essential Tips