The US tariff policy is set to cause major changes in the global supply chain. Joe Huang, president of Qisda, stated that while the company currently has manufacturing facilities in Taiwan, China, and Vietnam, it is considering a fourth base in Southeast Asia due to tariffs introduced under former President Donald Trump. Thailand, Malaysia, Indonesia, and the Philippines are the leading contenders. Qisda is conducting preliminary evaluations and expects to make a decision within six months.

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading chipmaker, has drawn global attention with its massive US$165 billion investment to establish and expand factories in the US. This includes an additional US$100 billion recently announced, building on top of a prior US$65 billion commitment. The ambitious move has sparked a range of reactions from Taiwanese industry leaders and government officials, reflecting both optimism about TSMC’s global reach and reassurance that Taiwan remains the heart of its operations.

TPK Holding struggled in 2024 as sluggish consumer demand and the phase-out of older smartphone models led to a 14.1% decline in total shipments, falling to approximately 52 million units. Annual revenue slipped 1.4% year-over-year to NT$68.87 billion. The company expects another 10% drop in 2025 as it shifts focus to high-growth areas like e-book touch technology and LiDAR.