Taiwanese laptop makers Compal and Inventec are considering U.S. expansion, with Texas as a top contender, in response to President-elect Donald Trump's proposed tariffs. Trump, set to take office Monday, plans to impose a 10% tariff on global imports and a 25% tariff on Mexican goods. These measures have raised concerns among Taiwanese manufacturers heavily invested in North America, producing components for electric vehicles and AI servers.
Compal CEO Anthony Peter Bonadero revealed discussions with several southern U.S. states, noting Texas' advantages, including its independent power grid and infrastructure bolstered by Samsung's investment in a semiconductor fab. However, no final decisions have been made.
Inventec, a producer of AI servers using Nvidia chips, is also evaluating U.S. locations, favoring Texas for its proximity to Mexico and robust power infrastructure. Inventec President Jack Tsai emphasized a cautious approach, awaiting Trump's policies before committing to investments.
Trump's 60% tariff threat on Chinese imports poses additional challenges for Taiwanese firms, which have invested heavily in China over the past decades. Taiwan’s government has pledged to assist companies in relocating production outside China.
Wistron, another Taiwanese tech giant, has proactively expanded manufacturing into Mexico, Vietnam, and Texas to mitigate risks. Chairman Simon Lin expressed confidence in their U.S. operations’ readiness to adapt to potential changes.
As global trade tensions rise, Texas’ infrastructure and location position it as a promising hub for Taiwanese firms aiming to navigate U.S. tariff policies while ensuring supply chain stability.