Will US Tariffs Accelerate ‘One China?’

Asian media are reporting that major Taiwanese ODMs are looking into relocating some production to the island as means to sidestep the US tariffs on imports from China.

DigiTimes reported today that Quanta Computer and Wiwynn are among those looking to avoid new duties on server-use motherboards, which represent a major product line for both ODMs.

Quanta builds server motherboards in Shanghai, then performs final assembly in Nashville, TN, and Fremont, CA, and Wurselen, Germany. Executives say the company might expand production outside China to make up for any domestic reduction.

Wiwynn, which is part of Wistron, also has production in China. It performs performs final assembly in Mexico.

Question: With China increasingly flexing its authority over Taiwan, will moves by companies in the critical technology space accelerate or exacerbate Chinese claims to Taiwan?