Tag: 製造回流

If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?

If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?

2026-03-26

Explore why U.S. chipmakers like Micron continue investing in Taiwan despite geopolitical risks. This analysis breaks down the AI supply chain, HBM memory, advanced packaging, and why Taiwan remains a critical global hub. … More If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?

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？)

2025-03-30

==== 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？)