資訊/通信產品的全球供應鏈，台商是要角。
別以為只有鴻海等公司聰明。這主題沒提他，真不可思議。
資訊/通信產品台商如此彈性十足，真是有本事？
..."We are making dynamic adjustments so even if new tariffs on the $200 billion Chinese exports hit, we will be able to minimize damage,” Inventec 英業達executive David Ho told analysts on Tuesday. Ho oversees the unit that makes AirPods and HomePods as well as smart speakers for Sonos Inc.
To be sure, many contingency plans haven’t been finalized, and executives are wary about committing given the challenges in moving production permanently, both logistical and political. Many Taiwanese firms are reluctant to provoke China, which for the most part has been a welcoming host to corporations from an island it considers part of the country. And there’re few signs for now of a full-scale exodus. Inventec for one is adding at least one new facility in China that’ll begin production next year, Ho said.
But Trump’s sabre-rattling is definitely getting them thinking. Quanta 廣達Chairman Barry Lam said his company can boost manufacturing in California and Tennessee or Germany. Compal’s仁寶 Chen said the same for Mexico, Poland, Taiwan or Vietnam.
“Amid the tariff rhetoric, moving investment south is a solution that makes sense for companies as Chinese incentives gradually fall, the Taiwanese government promotes its southbound investment policy and Chinese labor costs get increasingly higher,” said Angela Hsieh, regional economist for Barclays Bank in Singapore.
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