12/02/2024, 12:20 PM UTC
PC关键芯片厂迎加单与追单潮PC Key Chip Manufacturers Face Surge in Orders and Backorders Amid Tariff Concerns
<p>➀ 美国总统当选人特朗普威胁要对某些国家征收10%至25%的关税，影响笔记本电脑供应链；惠普、戴尔等品牌大厂紧急向义隆、瑞昱、联阳、茂达等台湾关键芯片厂追加订单，以增加备料，赶在特朗普上任前出货。</p><p>➁ 行业认为，笔记本电脑品牌突然增加订单反映了对特朗普可能的新关税政策的担忧，提振了台湾IC设计公司的运营。</p><p>➂ 在笔记本电脑关键芯片领域具有主导地位的台湾IC设计公司是国际笔记本电脑品牌首先要求增加备料的厂商，如果芯片供应不足，品牌将不得不承担关税带来的成本上升压力。</p><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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