As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions.
As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments. Consumer electronics firms are taking a cautious stance on future demand, while server component suppliers report steady orders and continued strength in artificial intelligence–related demand.
Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave of early inventory pull-ins during this period. Semiconductor firms are already bracing for a surge of rush orders. IC design companies report that customers in the server and networking sectors are especially aggressive in restocking.
Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate increasingly complex US export controls.
