Tariff Impact

MLCC Market Bulletin - Jun 9, 2025 | TrendForce

MLCC Market Bulletin - Jun 9, 2025

Jun 09, 2025 | PDF

The tariff war hinders ICT industry growth, while the AI sector remains robust, driving increased MLCC demand, especially in humanoid robots and industrial automation, with significant future potentia...

Foundry Saw 5.4% QoQ Drop in 1Q25 as Tariff-Driven Stocking Activities Offset Traditional Offseason Effects | TrendForce

Foundry Saw 5.4% QoQ Drop in 1Q25 as Tariff-Driven Stocking Activities Offset Traditional Offseason Effects

May 28, 2025 | PDF

As indicated by the survey of global market intelligence firm TrendForce, geopolitical conflicts triggered by new US tariffs...

DRAM Industry’s Revenue Fell by 5.5% QoQ for 1Q25; Tariff-Related Stockpiling Resulted in the End of Inventory Correction | TrendForce

DRAM Industry’s Revenue Fell by 5.5% QoQ for 1Q25; Tariff-Related Stockpiling Resulted in the End of Inventory Correction

May 26, 2025 | PDF

Global market intelligence firm TrendForce reports that the DRAM industry generated US$27.01 billion in revenue for...

An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation) | TrendForce

An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

Apr 22, 2025 | PDF

1. Current Status of U.S. Tariffs 2. Vehicle Origin and U.S. Content 3. Analysis of Tariff Impact on Auto Sales 4. TRI’s View

TrendForce Tariff Policy Special Report | TrendForce

TrendForce Tariff Policy Special Report

Apr 17, 2025 | PDF

TrendForce Tariff Policy Special Report

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25 | TrendForce

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Apr 16, 2025 | PDF

"TrendForce reports US tariff policy shifts are impacting the memory market. A 90-day grace period announced in April spurred a Q2 surge in DRAM and NAND Flash orders as buyers and sellers rushed...

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25 | TrendForce

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Apr 16, 2025 | PDF

According to the latest research by the global market intelligence firm TrendForce, recent adjustments in US tariff policies have caused significant fluctuations...

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations | TrendForce

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

Apr 16, 2025 | PDF

On April 3, 2025, US President Trump announced the implementation of Reciprocal Tariffs. Subsequently, on April 5, the US federal government released a revised document, "Annex III,&a...

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments | TrendForce

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

Apr 15, 2025 | PDF

"TrendForce reports that the introduction of new US tariffs, particularly the 20% ""fentanyl tariff"" on China-made goods, has significantly disrupted the smartphone industry,...

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments | TrendForce

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

Apr 15, 2025 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the series of tariffs imposed by the Trump administration have induced profound impact on the smartphone industry...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders | TrendForce

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Apr 09, 2025 | PDF

TrendForce reports Mexico remains a key location for server and AI production, particularly for US-bound orders, leveraging USMCA exemptions despite US tariff volatility. The new policy favors USMCA-c...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders | TrendForce

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Apr 09, 2025 | PDF

Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward | TrendForce

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Apr 07, 2025 | PDF

"TrendForce reports new US ""reciprocal tariffs"" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product out...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward | TrendForce

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Apr 07, 2025 | PDF

According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...

Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan | TrendForce

Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

Feb 20, 2025 | PDF

President Trump, after taking office, initiated a tariff war with China, Canada, and Mexico immediately, fulfilling the commitment he made in November 2024. This report will update the latest developm...

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