讀後心得

The United States is about to implement equivalent tariffs, and Taiwanese server manufacturers are eager to expand their production capacity in Mexico. However, information and communication technology companies that cannot switch production lines have hinted at price increases. Network communication companies have stated that while they can bear the tariff costs in the short term, prices will inevitably rise in the long run. Brand computer manufacturers Acer and Asus are taking a wait-and-see attitude but do not rule out the possibility of future price increases. Industry players are concerned that high tariffs will suppress demand in the U.S. market, impacting the economy. Mexico is not on the tariff list, which reduces the production capacity pressure on companies like Foxconn. Foxconn and Quanta plan to increase their investments in the U.S. and observe future adjustments in AI server production capacity in Mexico. Network communication companies point out that the labor costs in the U.S. are high, and only high-priced products like servers can be moved to U.S. production. Channel operators expect that Acer and Asus's inventory levels will not meet the demand in the second half of the year, and computer products sold in the U.S. are bound to see price increases in the future.

The United States is about to implement reciprocal tariffs, and Taiwan's server OEM companies are hurriedly expanding production capacity in Mexico. Other information and communication operators that cannot timely convert their production lines reveal that they will face price increase pressure. Network communication operators indicate that they can bear the tariff costs in the short term, but prices will inevitably rise in the long run; brands like Acer and Asus stated that they are watching the situation but do not rule out the possibility that "products sold in the United States will increase in price." The biggest concern for operators is that high tariffs will suppress demand in the U.S. market, which will in turn affect the overall economic situation. Currently, Mexico is not on the list of reciprocal tariffs, and AI servers have temporarily avoided the turmoil, easing the production pressure for companies like Foxconn in Mexico. Foxconn has production capacity in the U.S., and Quanta has increased its investment in the U.S. Whether they will increase AI server production capacity in Mexico to avoid tariff impacts remains to be seen. However, the chairman of Foxconn has already expressed concerns about the potential impact of tariffs on demand and the economy. Network communication operators point out that labor costs in the U.S. are 15 times that of Southeast Asia, and workers only work one shift per day. Only high-priced products like servers may see investment in the U.S. Network communication operators can absorb costs in the short term, but prices will inevitably rise in the long term. Operators also mentioned that due to inflation issues, demand in the U.S. market has already shrunk, and future strategies for the U.S. market can only focus on price increases, as they will no longer engage in loss-making business. Channel operators expect that the inventory levels of Acer and Asus will not meet the demand for the busy season in the second half of the year, thus the prices of PCs sold in the U.S. market will definitely increase.