The sudden imposition of hefty tariffs by the US has caught Taiwanese manufacturers off guard, particularly those who have recently shifted production capacity to Southeast Asia. Thailand and Vietnam have been hit with tariffs as high as 37% and 46%. With 2025 marking the peak of new PCB production capacity expansion in Thailand, this tariff news has shaken the industry

President Donald Trump's reciprocal tariff policy has sent shockwaves across global markets. Although many countries have since proposed countermeasures, it's expected that these tariffs will lead to significant adjustments in product prices, with the tariff costs gradually passed down the supply chain to end consumers. Supply chain professionals emphasize that the key issue will be how much flexibility and acceptance the market has for these added costs