Donald Trump’s evolving trade policies could introduce significant uncertainty for global economies and supply chains, including those of the United States. Taiwan’s semiconductor and AI server industries may encounter heightened pressure if the U.S. pursues more assertive trade negotiations aimed at reshaping the sector’s global landscape.
XPeng Motors plans to begin mass production of its proprietary AI chip, “Turing,” in the second quarter of 2025, with deployment across all of its vehicle models. The chip may also power autonomous flying vehicles and robots developed by XPeng’s affiliated ventures, according to reports from the South China Morning Post and Sina Finance.
As US-China tariff tensions intensify, Beijing has indicated plans to impose steep duties on American semiconductor firms. According to the China Semiconductor Industry Association (CSIA), integrated circuits—regardless of packaging—will be classified based on the location of their wafer design at customs.
US tariff policies continue to fluctuate, creating significantly increased uncertainty across technology supply chains and complicating business planning for global manufacturers, particularly those with ties to Taiwan.