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[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

Last Modified

2024-12-13

Update Frequency

Not

Format

PDF

Overview

Summary
US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into the US through Mexico and Canada, posing a significant threat to national security. Trump mentioned that he plans to sign an executive order immediately after taking office on January 20th 2025 that will impose a 25% tariff on all products from Mexico and Canada until the problems of drugs and illegal immigration are resolved.

Table of Contents
1. In-Depth Analysis on Trump’s Reactivated Trade War
(1) Trump’s Reactivated Trade War
(2) Trump Targets China with Topic of Drugs; Analyzing Effects of Trump 2.0 on US-China Trade
Conflict

2. Analysis of the Impact of the Reinitiating of Trump’s Trade War on Taiwan’s ODMs

3. Potential Impact on Global Operations of Taiwan-Based Server ODMs
(1) Foxconn
(2) Quanta
(3) Wistron
(4) Wiwynn
(5) Inventec

4.TRI’s View
(1) Trump’s Warning Shots in Further Escalating Trade War with China – Three Potential
Scenarios
(2) Although Taiwan’s Major ODMs Have Established Factories in Mexico, the Impact of Potential
Tariffs Is Expected to Be Insignificant in the Shor Term

＜Total Pages：26＞

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[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

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[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

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[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

[Selected Topics] Near-Eye Display: Market Trends and Display Technology Development Analysis

[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

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[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

[Selected Topics] Near-Eye Display: Market Trends and Display Technology Development Analysis

[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

Selected TopicsRelated Reports

[Selected Topics] As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

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[Selected Topics] DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

[Selected Topics] US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

[Selected Topics] Near-Eye Display: Market Trends and Display Technology Development Analysis

[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

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