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In-Depth Impact Analysis: How U.S. 20% Reciprocal Tariffs Reshape Taiwan’s Semiconductor Industry

Publisher IDC
Published Sep 11, 2025
Length 8 Pages
SKU # IDC20398272

Description

This IDC Market Note investigates and analyzes the 20% reciprocal tariffs imposed on Taiwan products by the United States on August 1, 2025.Conclusion: A Transformational Opportunity to Turn Challenges into OpportunitiesTaiwan’s semiconductor industry should view current challenges as transformation opportunities. By accumulating AI chip development experience, achieving 2nm GAA mass production, and advancing packaging technologies to build technology moats, while mitigating geopolitical risks through global deployment and transitioning from vendors to system solution partners, Taiwan’s semiconductor industry — leveraging technological irreplaceability and strategic partnerships — will effectively address Section 232 and future challenges, leading global semiconductor development.

Table of Contents

8 Pages

Executive Snapshot

In This Market Note

IDC’s Point of View

Comprehensive Industrial Impact Assessment: Indirect Impact as Primary Consideration

IC Design: Focusing on End-Market Demand

Foundry: TSMC with Stable Advantages

OSAT: Technical Barriers Provide Shelter, Limiting Advanced Packaging Impact

Industrial Resiliency Assessment

Resiliency Ranking Analysis

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Related Research

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