<p>➀ US President-elect Trump threatens to impose 10% to 25% tariffs on certain countries, impacting the laptop supply chain; brands like HP, Dell, and Microsoft have rushed to place additional orders with Taiwanese chip manufacturers like Winbond, Realtek, Unihan, and Molex to increase inventory before Trump's inauguration.</p><p>➁ The industry believes that the sudden increase in orders by laptop brands reflects unease about Trump's potential new tariff policies, boosting the operations of Taiwanese IC designers.</p><p>➃ Taiwanese IC design companies with dominant positions in laptop key chips are among the first to be asked to increase inventory by international laptop brands, and if the chip supply is insufficient, brands will have to bear the cost increase due to tariffs.</p>
Related Articles
- Trump Ignores The Markets' Warning At Our Economic Peril1 day ago
- Semiconductor CapEx Down in 2024 up in 20252 months ago
- Wall Street Week Ahead2 months ago
- Alpha Picks Weekly Market Recap2 months ago
- What Moved Markets This Week2 months ago
- Wall Street Breakfast Podcast: More Trump Tariffs2 months ago
- China's Domestic 5nm Chips Enter Mass Production Countdown!2 months ago
- EC throws down gauntlet to US3 months ago
- Tech giants call Trump tariffs 'big headache' — Foxconn CEO teases increased production in US3 months ago
- Week Ahead: U.S. Growth Worries And Europe's Fiscal Initiative Weaken American Exceptionalism's Bull Case3 months ago