In April 2025, the US announced reciprocal tariff measures against multiple countries, reshaping the global trade environment and expected to directly impact Taiwan's industrial PC (IPC) industry. Taiwanese IPC companies' revenue from the Americas in 2024 generally accounted for 20% to 30%, so the tariff increase will inevitably raise costs for products exported to the US, affecting corporate operations and strategic directions.
Larger Taiwanese IPC manufacturers have already disclosed plans to accelerate production line establishments within the US to effectively mitigate tariff risks.
Since IPCs are highly customized products, each manufacturer typically undergoes years of cooperation and certification with clients, making it difficult for customers to quickly switch suppliers as substitutes.
US reciprocal tariffs are impacting Taiwan's non-semi industries
US imposes 32% tariff on Taiwan, but gives 3-month buffer period
Chart 2: Advantech revenue share by region and capacity in North America
Ennoconn Mexico plant unaffected for now, but push more US capacity
Chart 3: Ennoconn revenue share by region and capacity in North America
Chart 4: Posiflex revenue share by region and capacity in North America
Small players lackUS plants, making overseas capacity management critical
Chart 5: US reciprocal tariff timeline, market influence and industry responses
US 20 tariff-exempted items become focal points for IPC players
