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The United States recently kicked off imposing additional tariffs on roughly $200 billion of imports from China, promoting Taiwan major assemblers of electronics products to seriously mull relocating their manufacturing operations from China back to Taiwan or to Southeast Asia, according to a Digitimes report. By contrast, PCB makers have stayed relatively quiet as they feel little impact from the tariff war between the world's two largest economies.
According to Digitimes, most PCB makers do not deliver shipments directly to the US but to downstream PCB assembly plants before the assembled PCBs are sent to the final assemblers of electronics products subject to extra tariffs imposed by the US. PCB makers can only take a wait-and-see attitude before downstream assemblers move to discuss with them over how to adjust production capacity, quotes for orders and ways of delivery after negotiating with brand vendors.
