Crisis Management for a Conflict with North Korea

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台鏈吸收25%H200銷中費用?童子賢:代收代付、非台灣買單

Taiwan Semiconductor Supply Chain Absorbs 25% of H200 Sales Expenses? Terry Gou: Collection and Payment Agent, Not Paid by Taiwan

Liberty Times Net | Local Language | News | Dec. 12, 2025 | Supply Chain Issues

Taiwanese contract manufacturers in the international semiconductor supply chain act primarily as collection-and-payment agents rather than product owners. When funds move through Taiwanese companies, the actual costs are borne by the brand owners, not Taiwan. Payments made by Taiwan in international transactions are typically advances that are later recovered and do not translate into additional costs for Taiwanese manufacturers.

The recent clearance by the Trump administration allowing NVIDIA to export H200 chips to China includes a 25% fee, which some reports suggest might be absorbed by the Taiwanese supply chain. However, Pegatron Chairman Tung Tzu-hsien clarifies that such fees do not ultimately burden Taiwan, as the financial actions taken by Taiwanese companies are routine accounting processes related to international trade.

Regarding memory shortages and their impact on exports and consumer electronics prices, Tung characterizes the situation as a “Happy problem,” indicating that the industry can still profit despite supply constraints. He notes that pricing depends on multiple components, not just memory, and sees no need for excessive pessimism about next year’s demand forecasts. Despite speculation about NVIDIA tightening control over AI server supplies, Tung maintains that the global AI server market remains open to all players and emphasizes Taiwan’s continued leadership position in the semiconductor industry.

New Developments

South Korea Technology & Innovation | Dec. 11, 2025

South Korea Unveils National Strategy to Lead Global AI Semiconductor Race

Geopolitics & Defense | Dec. 11, 2025

US Approves Nvidia H200 AI Chip Exports to China in Strategic Shift of Semiconductor Policy

Japan Competitiveness | Dec. 11, 2025

Apple’s Strategic AI Spending Reshapes Market Leadership and Investor Sentiment

Governance & Law | Dec. 11, 2025

Japan Moves Forward with Maiden Name Usage Reforms for Married Couples

China Technology & Innovation | Dec. 11, 2025

Shanghai Robotics Summit Showcases Breakthroughs in Humanoid Automation and Industry Investment

Technology & Innovation | Dec. 11, 2025

China’s Chip Export Surge Drives Foreign Trade Rebound amid US Tariffs

Taiwan Financial System | Dec. 11, 2025

Taiwanese Stock Market Rallies on AI Smart Glasses Surge

Geopolitics & Defense | Dec. 11, 2025

Nvidia H200 Export Approvals and Enforcement Actions Reshape US-China AI Chip Trade

India Non-Interstate Conflict & Security | Dec. 11, 2025

NIA Cracks Down on Jaish-e-Mohammed Cell After Deadly Red Fort Car Bombing

Governance & Law | Dec. 11, 2025

Supreme Court Clarifies Citizenship Application Under CAA and Electoral Roll Procedures

Vietnam Environment | Dec. 11, 2025

Severe Weather System Triggers Flood and Storm Warnings in Khánh Hòa Province

Infrastructure & Urbanization | Dec. 11, 2025

Fatal Expressway Collision Highlights Gaps in Enforcement and Rest-Stop Infrastructure