Trump’s 90-day tariff suspension reportedly triggers rush orders for Taiwan tech firms

U.S. President Donald Trump has announced a 90-day suspension of reciprocal tariffs on trade partners—excluding China. 

According to a report from the Economic Daily News, the sudden policy shift has prompted a wave of urgent orders for some Taiwanese industrial PC (IPC) and chip manufacturers.

However, the report notes that for AI servers and networking products, related companies acknowledged that they have yet to see a significant increase in customer orders.

Taiwan IPC and IC firms see rush orders amid U.S. tariff delay
As noted by the Economic Daily News, certain Taiwanese industrial PC (IPC) and IC design firms are receiving urgent orders from clients looking to take advantage of the 90-day tariff suspension announced by the U.S. government.

IPC maker APLEX indicated that some customers have recently requested early shipments and are in talks about absorbing the current 10% U.S. tariff, which most clients have accepted. In contrast, leading IPC firm Ennoconn has not seen notable changes in orders or shipments. 

While many IPC manufacturers still rely on production in China, they also maintain backup capacity in Southeast Asia and Taiwan, the report notes.

On the IC design side, some firms noted that clients are advancing shipments to take advantage of the tariff window. However, others reported no clear changes in demand amid ongoing uncertainty, the report indicates.

Mexico-based production shields Taiwanese server makers from tariffs
Citing industry sources, the report points out that Foxconn, Wistron, and Inventec operate AI server manufacturing sites in Mexico, while Quanta runs a factory in the U.S.—all of which are currently unaffected by U.S. tariffs. As a result, production plans in these regions remain unchanged.

Meanwhile, Economic Daily News highlights that among Taiwanese manufacturers, Wiwynn and Inventec produce a significant share of their U.S.-bound servers in Mexico—70% and 35%, respectively. With the advantage of reciprocal tariff exemptions, the report suggests both firms are well-positioned to become key partners for Nvidia in avoiding trade barriers.

Apple’s India iPhone push accelerates before tariff deadline
Furthermore, the report notes that rising U.S.-China tariff tensions, combined with strong demand from American consumers, have triggered a surge in rush orders for India-made iPhones. Reuters reports that Apple airlifted 600 tons of iPhones—around 1.5 million units—from India to the U.S. to avoid the proposed tariffs.

Source: TrendForce, Taiwan.