汽車零組件 - 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？)

2025-02-16

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)

2025-02-14

On February 13, U.S. President Donald Trump announced that he would implement a “reciprocal tariffs” policy. Simply put, this policy means that if any country imposes import tariffs on the U.S., the U.S. will levy the same tariff rate on that country. Trump stated that the purpose of this measure is to create a fair … More The Impact of Trump’s Reciprocal Tariff Policy on Taiwan: Threat or Opportunity? (川普的對等關稅政策對台灣的影響：威脅還是機遇？)

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