Taiwanese electronics companies are planning increased investments in Texas, with potential announcements in May, aligning with U.S. President Donald Trump’s first 100 days in office. Trump has criticized Taiwan for taking U.S. semiconductor business and has threatened import tariffs on trade partners with large deficits, including Taiwan.
Richard Lee, chairman of the Taiwan Electrical and Electronic Manufacturers’ Association, stated that Texas’ Republican-led government has actively attracted Taiwanese investment. “We anticipate a significant number of major AI server firms announcing Texas expansion plans by May 10,” Lee said, noting existing factories need upgrades to meet growing AI-related demand.
Foxconn, the world’s largest contract electronics maker and a key supplier to Apple and Nvidia, acquired land and factory buildings in Harris County, Texas, for $33 million in November. Taiwanese contract laptop manufacturers Compal and Inventec, both involved in AI server production, are also considering Texas for expansion.
Executives from both firms discussed potential U.S. expansion last month, though Inventec declined to confirm any May announcements. Foxconn and Compal have yet to comment on their plans.
The growing demand for AI technology presents an opportunity for Taiwanese firms to scale operations in the U.S., strengthening ties between Taiwan and Texas while navigating Trump’s trade policies.
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