<p>➀ US President-elect Trump threatens to impose 10% to 25% tariffs on certain countries, impacting the laptop supply chain; brands like HP, Dell, and Microsoft have rushed to place additional orders with Taiwanese chip manufacturers like Winbond, Realtek, Unihan, and Molex to increase inventory before Trump's inauguration.</p><p>➁ The industry believes that the sudden increase in orders by laptop brands reflects unease about Trump's potential new tariff policies, boosting the operations of Taiwanese IC designers.</p><p>➃ Taiwanese IC design companies with dominant positions in laptop key chips are among the first to be asked to increase inventory by international laptop brands, and if the chip supply is insufficient, brands will have to bear the cost increase due to tariffs.</p>
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