Amid rising U.S. tariff pressures, ASE Technology Holding Co., the global leading provider of semiconductor packaging and testing services, has publicly expressed its intention to assess setting up production lines in the U.S. in response to customer requests. In addition to ASE, another major foundry, Inventec, has also announced that its board has approved a U.S. investment plan.

The U.S. Secretary of Commerce, Gina Raimondo, stated that the company is investing $165 billion in Arizona to develop 1,100 acres of land dedicated to building a state-of-the-art semiconductor manufacturing facility, expecting to mobilize 40,000 workers for construction. This initiative is largely attributed to former President Trump's tariff policy, which effectively encouraged TSMC to expand its investments in the U.S., creating thousands of jobs.

ASE's Chief Financial Officer, Dong Hong-Szu, noted that the company is still in a catching-up phase in leading technologies and is working to enhance its production capacities to meet demand. He expressed confidence in the long-term growth potential of AI-related sectors. ASE indicated for the first time this Wednesday that it is evaluating the establishment of a production line in the U.S. based on customer requests, though they are still in the initial discussion stage. Future investment decisions could potentially extend the services currently offered in Taiwan.

Similarly, Inventec has announced on the 28th its significant push into Texas, joining the ranks of 'American manufacturing'. The board has set a maximum investment cap of $85 million (approximately NT$2.76 billion) to establish a server manufacturing base in Texas. Market analysts believe that Inventec's move to the U.S. could mitigate the interference from Trump's tariff war and benefit its subsequent operations.

Semiconductor analyst Chen Huiming remarked that the migration of AI servers to the U.S. is becoming a trend, primarily driven by the fact that major customers are still located in the U.S. Additionally, the costs of establishing such facilities are relatively manageable given the industry's newness.

Experts suggest that the relocation of the AI industry will become a trend, and finding a balance in investments between Taiwan and the U.S. will be an important consideration for the government to ensure that its competitiveness is not compromised.