US President Donald Trump’s tariff policies have significantly disrupted global supply chain strategies, prompting shifts across Asia’s electronics manufacturing landscape. A DIGITIMES analysis of shipment records from Taiwan’s printed circuit board (PCB) makers reveals that during the temporary suspension of tariffs and the resumption of US–China trade talks, downstream assemblers sharply increased their procurement of PCBs from Taiwanese firms’ China-based plants. The surge closely mirrored fluctuations in tariff expectations.