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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] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

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[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

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[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

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USD $200

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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Research Reports

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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] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Selected TopicsRelated Reports

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

[Selected Topics] Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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