讀後心得

The United States will implement reciprocal tariffs, prompting Taiwanese server manufacturing companies to rush to expand production capacity in Mexico, while other information and communication technology companies may raise prices. Industry players indicate that they can absorb the cost of tariffs in the short term, but prices will inevitably rise in the long term. Acer and Asus are adopting a wait-and-see attitude towards price adjustments, concerned that high tariffs will dampen demand in the U.S. market. Mexico is currently not on the list for reciprocal tariffs, allowing AI servers to temporarily avoid the impact, and companies like Hon Hai have reduced production pressure in Mexico, but the chairman of Hon Hai has expressed concerns about future demand. In addition, labor costs in the U.S. are high, meaning that only high-priced products like servers can be invested in locally; it is expected that the sales price of PCs will rise in the future to address costs.

The United States is about to implement reciprocal tariffs, prompting Taiwan's server manufacturers to rush to expand their production capacity in the U.S. and Mexico. Due to other telecom operators not being able to switch production lines in time, these operators have hinted at potential price increases. Telecom operators have admitted that while they can bear the tariff costs in the short term, prices will inevitably rise in the long term; brand computer manufacturers such as Acer and Asus have stated that they are still observing the situation and have not ruled out the possibility of "price increases for products sold in the U.S." The biggest concern for operators is that high tariffs will inhibit market demand in the U.S., adversely affecting the economy. Currently, Mexico is not on Trump’s tariff list, allowing AI servers to remain temporarily unaffected, which eases the production pressure on companies like Hon Hai. Hon Hai has production capacity in the U.S., and Quanta has also increased its investments in the U.S. It remains to be seen whether they will expand AI server capacity in Mexico to avoid tariff disruptions in the future. The chairman of Hon Hai has expressed concerns about whether the imposition of tariffs will affect subsequent demand and the economy. Telecom operators pointed out that wage costs in the U.S. are 15 times higher than in Southeast Asia, and workers only work one shift, meaning only high-priced products like servers may justify investment in the U.S. While telecom businesses can absorb costs in the short term, prices will definitely rise in the long term. Operators further added that due to inflation issues in the U.S. in recent years, market demand has contracted, and in the future, they will have no choice but to raise prices in the U.S. market rather than conduct loss-making business. Channel operators predict that Acer and Asus' related inventory will not be able to meet the demand during the peak season in the second half of the year, and all computers sold in the U.S. will definitely see price increases.