Market Chatter: Taiwan's Computer Sector Faces Major Blow from US Tariffs

MT Newswires Live2025-04-04

Taiwan's computer, server, and component manufacturers are bracing for a heavy blow from a newly announced 32% US tariff, far above the 10% to 20% rise expected by research agencies, Taipei Times reported Friday, citing Ministry of Economic Affairs data.

These products were Taiwan's largest export category to the US, valued at $6.84 billion in February alone, the report said.

Semiconductor firms, including TSMC, are currently exempt following Taiwan Semiconductor Manufacturing's (TPE:2330) additional $100 billion US investment. To cushion the impact, Wistron, via its unit Wistron InfoComm (USA), is investing $50 million in new US manufacturing operations.

The US remains Taiwan's second-largest export destination, accounting for 23.4% of exports last year, the highest in 24 years, the publication said.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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