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Taiwan Tariff News and Tracker

Taiwan Tariff News and Tracker

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This is your Taiwan Tariff Tracker podcast.

Discover the latest updates and insights with "Taiwan Tariff Tracker," your go-to daily podcast for all things related to the tariffs imposed on Taiwan by the Trump administration and current U.S. policies. Stay informed with expert analyses, in-depth discussions, and breaking news that impact the Taiwanese economy and global trade dynamics. Whether you're an industry professional, a policymaker, or simply curious about international trade, "Taiwan Tariff Tracker" delivers the reliable information you need to understand this complex issue. Tune in every day for comprehensive coverage and thoughtful perspectives on how these tariffs shape the economic landscape.

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Episodios
  • US Tariffs Threaten Taiwan's Economy: Semiconductor Sector at Risk Amid Trade Tensions in 2025
    Jun 20 2025
    Welcome back, listeners, to Taiwan Tariff News and Tracker, your podcast for the latest headlines, insights, and analysis on tariff developments affecting Taiwan, especially as the global trade landscape keeps shifting in 2025.

    Today’s top story is the ongoing tariff drama between the United States and Taiwan, fueled by the Trump administration’s aggressive recalibration of US trade policy. Earlier this year, President Trump shocked both markets and policymakers by announcing a sweeping 32 percent tariff on all imports from Taiwan. This decision sent ripples through markets, wiping out trillions of dollars globally, and causing immediate losses on Taiwan’s stock exchanges. Facing an outcry and pressure from both American industry and overseas partners, the White House agreed to a 90-day reduction, lowering the tariff to 10 percent and pausing the hike until July 9, 2025, in hope of spurring meaningful trade talks.

    According to the Ministry of Economic Affairs, the US is Taiwan’s largest export market, accounting for more than a quarter of total exports, mostly in industrial products like servers, network equipment, machinery, auto parts, and petrochemicals. This means the stakes are incredibly high for Taiwanese businesses—especially the small and medium-sized enterprises clustered across Taiwan, for whom the US represented more than NT$1.3 trillion in export value last year.

    While semiconductors and certain electronics have so far dodged the latest tariffs, the administration is openly threatening to extend levies to that sector as well. This prospect is especially concerning, given that Taiwan is a global powerhouse in chip manufacturing and has committed more than $160 billion to US-based semiconductor projects.

    Taiwanese officials and economists are warning the situation remains highly unpredictable. The Chung-Hua Institution for Economic Research recently estimated that, even under the most optimistic scenario, if the current 10 percent tariff sticks, Taiwan’s GDP growth could hold at around 2.85 percent for 2025. Yet, if the tariff rises after the pause, possibly up to 15 or 20 percent as some experts now fear, growth could tumble to as low as 1.66 percent—or worse, if global conditions deteriorate further. Businesses remain in a tense wait-and-see mode, as no one expects a return to zero tariffs any time soon.

    President Trump’s strategy is clear: leverage tariffs to bring manufacturing back to the United States and press for trade concessions, even from close partners like Taiwan. Despite President William Lai’s public call for deeper cooperation, Taiwan’s negotiators are bracing for tough talks, with no guarantees that exemptions or tailored deals will materialize before the July deadline.

    That’s a wrap for today’s Taiwan Tariff News and Tracker. Thank you for tuning in and don’t forget to subscribe—so you can stay ahead of every twist in this critical story. This has been a quiet please production, for more check out quiet please dot ai.

    For more check out https://www.quietperiodplease.com/

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  • US Imposes 32 Percent Tariffs on Taiwan Imports Amid Tense Trade Negotiations Threatening Economic Growth
    Jun 20 2025
    Welcome, listeners, to today’s edition of Taiwan Tariff News and Tracker. As of June 20, 2025, tariff policy developments between the United States and Taiwan continue to send shockwaves through global supply chains and financial markets.

    The biggest headline this month remains President Trump’s aggressive reevaluation of trade policies toward East Asia. On April 2, the Trump administration announced a sweeping 32 percent tariff on all non-semiconductor imports from Taiwan, a move that immediately rattled Taiwanese exporters and policymakers. The administration dubbed this a “reciprocal tariff,” targeting economies with large trade surpluses with the United States. As Taiwan’s trade surplus with the US reached $73.9 billion in 2024—making it the US’s sixth largest—the island was quickly singled out for high tariffs.

    Just a week after the initial announcement, Washington temporarily reduced the tariff rate to 10 percent for a 90-day negotiation window, which expires on July 9. Taiwan’s government criticized the move as arbitrary and unfair, pointing to the island’s crucial role as America’s largest supplier of advanced semiconductors and AI hardware. According to the Ministry of Economic Affairs, the US accounted for 25.7 percent of Taiwan’s total exports as of March, underscoring how central the American market is for Taiwanese industries—especially for servers, network equipment, and automotive components.

    Taiwanese business communities and policymakers are bracing for tough negotiations. Although some relief came for semiconductor, computer, and mobile phone exports—products temporarily exempted or facing only minimum tariffs—uncertainty continues to loom. Some industries that enjoyed duty-free status under international IT agreements are now confronted with at least a 10 percent tariff, impacting outputs worth upwards of NT$1.5 trillion. Smaller export-dependent manufacturers are especially vulnerable; these tariffs place them at a disadvantage not only in the US but also against regional competitors like Japan and South Korea, who face lower rates.

    Experts at Taiwan's Chung-Hua Institution for Economic Research warn that if the tariffs revert to 15 percent or higher following the negotiation pause, Taiwan’s economic growth rate could dip below 2 percent for the year—or fall much further if global recession fears materialize. President Trump has made it clear that his priority is to bring manufacturing back to the US, and observers believe the administration is using the threat of continued tariffs as leverage to secure better trade terms for American companies.

    In response, President William Lai has signaled his willingness to pursue a new, more deeply integrated trade partnership with the US. While Taipei hopes for a fairer deal, the Trump administration’s America First rhetoric raises questions about whether any agreement will favor Taiwan in the short term.

    That’s all for today’s Taiwan Tariff News and Tracker. Thanks for tuning in and don’t forget to subscribe! This has been a quiet please production, for more check out quiet please dot ai.

    For more check out https://www.quietperiodplease.com/

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    3 m
  • Taiwan Faces Uncertain Trade Future as US Imposes 10 Percent Tariff Amid Ongoing Negotiations with Trump Administration
    Jun 19 2025
    Listeners, welcome to Taiwan Tariff News and Tracker, your essential briefing on all things tariff and trade as they relate to Taiwan and the United States, especially under President Trump’s administration.

    The big headline this week is about the shifting US tariff landscape and its direct impact on Taiwan. Since April 2025, President Trump’s trade team has unleashed what many are calling “Tariffs 2.0.” The initial shock came on April 2, when the administration slapped a sweeping 32 percent tariff on all imports from Taiwan—an unprecedented move that rattled both the markets and policymakers in Taipei. This shockwave immediately put billions in Taiwan-US trade at risk, as the United States is one of Taiwan’s largest export destinations.

    But the situation quickly evolved. Just a week later, under immense pressure, that 32 percent tariff was temporarily dropped to 10 percent for a 90-day negotiation window, as reported by multiple trade analysts and news outlets like the Trade Compliance Resource Hub and Taiwan Insight. This flat 10 percent tariff, effective since April 10, applies to imports from most US partners, but it has created new uncertainty for Taiwanese exporters, especially those in electronics, machinery, and consumer goods.

    Some good news did emerge—semiconductors, computers, and mobile phones have been mostly exempted from these tariffs, at least for now, offering some relief to Taiwan’s all-important chip sector. Still, the risk of future tariffs on semiconductors looms large, particularly since the Trump administration’s strategic goal is to boost domestic chip manufacturing and decrease reliance on imports.

    Analysts at Focus Taiwan and CIER warn that uncertainty remains the dominant theme. If the 10 percent tariff is extended, Taiwan’s economic growth for 2025 could hover around 2.85 percent. But if tariffs climb to 15 percent or more after the current pause, growth could slump sharply and business investment might freeze up further. The reality is many Taiwanese companies are in a holding pattern, awaiting the results of tense, high-stakes US-Taiwan negotiations.

    This tariff drama is unfolding against a backdrop of strong, but increasingly tension-filled, economic ties. Taiwan’s trade surplus with the US hit $73.9 billion last year, making it a prime target for Trump’s “America First” approach. Despite massive investments from Taiwan in US semiconductor facilities, the administration appears determined to press for more concessions and bring manufacturing back to US soil.

    For now, all eyes are on July, when the 90-day window expires. Will tariffs stay at 10 percent, climb higher, or could a breakthrough deal emerge? We’ll be tracking every development, every headline, and every tariff rate change as they happen.

    Thank you for tuning in. Don’t forget to subscribe to Taiwan Tariff News and Tracker so you never miss an update. This has been a Quiet Please production, for more check out quietplease dot ai.

    For more check out https://www.quietperiodplease.com/

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    3 m
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