US tariff hike threatens SEA PCB investments, industry faces uncertainty ahead of 2025 expansion

The sudden imposition of hefty tariffs by the US has caught Taiwanese manufacturers off guard, particularly those who have recently shifted production capacity to Southeast Asia. Thailand and Vietnam have been hit with tariffs as high as 37% and 46%. With 2025 marking the peak of new PCB production capacity expansion in Thailand, this tariff news has shaken the industry.

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Trump’s trade tariff rhetoric casts long shadow over global semiconductor supply chains

President Donald Trump’s recent tariff proposals have sent ripples through the global semiconductor industry, raising concerns about supply chain stability and prompting companies to reassess their manufacturing strategies. While semiconductors were initially exempted from the latest tariff announcements, industry leaders warn that the broader supply chain remains vulnerable, with a 90-day review period adding to the uncertainty.

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Tariff cuts impact Apple on both hardware and software fronts

The issue of reciprocal tariffs proposed by US President Donald Trump continues to escalate, affecting not only the economic and industrial development of various trade partners but also creating operational challenges for domestic companies. Taking Apple as an example, the company faces risks such as rising costs, declining sales, and potential supply chain disruptions due to relocations of components and manufacturing for its hardware products, including the iPhone. Additionally, with services now being Apple’s second-largest revenue source, any barriers to service trade imposed by other countries in retaliation could further hamper Apple’s operations.

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Trump’s trade salvo sparks unlikely global solidarity

US President Donald Trump’s expansive tariff push—spanning metals, automobiles, auto parts, and possibly semiconductors—is disrupting global trade flows. As supply chains are thrown into disarray, analysts say the fallout could spark a broader geopolitical alignment, with countries setting aside differences to counterbalance US pressure. Trump abruptly backed off his tariffs on most nations for 90 days, with countries subject to the pause now being taxed at 10%, while the tax rate on Chinese imports has been raised to 145%.

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TASC targets 20% growth, partners with NTT-AT for advanced GaN component supply

Taiwan-Asia Semiconductor Corp. (TASC) is positioning itself for robust growth in 2025, leveraging its subsidiaries to drive innovation and market expansion. The company projects a 20% annual increase in capacity utilization, with full-year revenue expected to surpass 2024 levels. Recent government subsidies for blood glucose monitoring devices have further bolstered its development efforts.

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Trump warns TSMC on US investment; Taiwan govt affirms national interest priority

US President Donald Trump has stated that he informed TSMC that if they do not fulfill their investment commitments in the US and fail to establish manufacturing facilities there, they will face a 100% tax. The Office of Trade Negotiations under Taiwan’s Executive Yuan stated that corporate investment commitments to the US will be maintained as long as they align with Taiwan’s national interests.

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