全球供應鏈 - Taiwan Tech Dispatch

2025-03-30

==== This week, the U.S. President Donald Trump announced a bombshell policy that’s shaking up the global auto industry: starting April 2, all non-U.S.-made imported cars will be subject to a 25% tariff. While this move directly targets automakers in Europe and Asia, it also puts the spotlight on the upstream automotive aftermarket (AM) supply … More Trump’s New Auto Tariffs: A Potential Turning Point for Taiwan’s AM Industry (美國汽車關稅新政來襲：台灣AM業者迎戰新局，哪些廠商與股票值得關注？)

2025-02-22

First Encounter: A Colossal Technological Giant During the recent Lunar New Year holiday, I took a detour to Houjin in Kaohsiung and made a special stop at the under-construction TSMC Kaohsiung Fab 22. Standing in front of this massive, ultra-modern building complex, I truly felt how small I was in comparison. The overwhelming scale and … More Visiting TSMC Kaohsiung Fab 22: The World’s Most Advanced Semiconductor Plant (走訪台積電高雄廠 Fab 22：全球最先進半導體廠房)

2025-02-16

In my previous blog post, “The Impact of Trump’s Reciprocal Tariff Policy on Taiwan: Threat or Opportunity?“, I explored the potential consequences of Trump’s reciprocal tariff policy. While certain industries may face challenges, Taiwan’s steel, aluminum, auto parts, machine tools, machinery, bicycles and related components, solar equipment, and medical devices industries could actually benefit, as … More How Trump’s Reciprocal Tariff Policy Could Benefit Taiwan: Investment Opportunities in Key Industries (川普對等關稅下的台股機會：這些產業與個股值得關注)

Taiwan Tech Dispatch