Sino – Japan relationship
Situation seems to have calmed down and riots are, at least for now, a thing of the past. However, relations between China and Japan remain tense.
We do not expect any impact on our supply chain at this point and asses the risk in near term to be low. Production in closed Japanese factories around China has resumed, and 2 out of 3 damaged electronics plants have re-opened. 3rd one is expected to be re-opened during October.
Enics task force continues to monitor the situation, and new updates will be issued in case of any negative developments.