Taiwan IPC industry and influence of US tariffs

With global industrial PC (IPC) inventory gradually returning to normal levels, Taiwanese IPC makers have seen signs of market recovery since the second half of 2024. DIGITIMES predicts that Taiwanese IPC makers’ revenue will reach NT$356.85 billion in 2025, with an annual growth of 15.4%.

The growth will be fueled mainly by replenishments following the end of inventory correction and accelerating penetration of edge AI applications. For Taiwanese IPC makers, there is still uncertainty arising from the US tariffs in the short term, but overall, the industry is heading for steady growth.

The US tariffs may be implemented in a three-stage scenario. The first is the ongoing tariff negotiations between the US, China, Mexico and Canada. Second, there is a chance it may impose tariffs on products from Taiwan (semiconductors) and Vietnam. Third, the possibility of the US expanding tariffs to Taiwan’s server sector cannot be ruled out although the chance of such a scenario taking place is low.