Research Reports

Research Reports

Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

Last Modified

2024-12-13

Update Frequency

Not

Format

PDF

Overview

Summary
US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into the US through Mexico and Canada, posing a significant threat to national security. Trump mentioned that he plans to sign an executive order immediately after taking office on January 20th 2025 that will impose a 25% tariff on all products from Mexico and Canada until the problems of drugs and illegal immigration are resolved.

Table of Contents
1. In-Depth Analysis on Trump’s Reactivated Trade War
(1) Trump’s Reactivated Trade War
(2) Trump Targets China with Topic of Drugs; Analyzing Effects of Trump 2.0 on US-China Trade
Conflict

2. Analysis of the Impact of the Reinitiating of Trump’s Trade War on Taiwan’s ODMs

3. Potential Impact on Global Operations of Taiwan-Based Server ODMs
(1) Foxconn
(2) Quanta
(3) Wistron
(4) Wiwynn
(5) Inventec

4.TRI’s View
(1) Trump’s Warning Shots in Further Escalating Trade War with China – Three Potential
Scenarios
(2) Although Taiwan’s Major ODMs Have Established Factories in Mexico, the Impact of Potential
Tariffs Is Expected to Be Insignificant in the Shor Term

＜Total Pages：26＞