The Impact of the $600 Billion U.S. Tariffs and Opportunities for PCBA Services in Vietnam

1. Trump Imposes $600 Billion Tariffs: Global Chip, PCB & PCBA Industries Face Major Challenges
In February 2025, U.S. President Donald Trump imposed tariffs totaling up to $600 billion on imported goods from China, including key items such as semiconductors, printed circuit boards (PCBs), and electronic components. With rates ranging from 10% to 100%, the move sent shockwaves through the global electronics industry. This was not merely a trade measure, but a strategic effort to undermine the dominance of “Made in China” in the global supply chain.
2. Rising Costs – Chip and Electronic Component Markets Confront Global Supply Chain Shifts
Major chipmakers like TSMC — which operates large manufacturing facilities in Taiwan and China — are being pressured to shift production to the U.S. to avoid steep tariffs. With 70% of its revenue coming from the North American market, a 100% tariff would significantly raise chip prices, subsequently driving up costs for major U.S. tech giants such as Apple, Nvidia, and Qualcomm. Ultimately, consumers would bear the brunt through higher product prices.
Moreover, the PCB and PCBA manufacturing chains — heavily reliant on China and Taiwan — are also severely impacted. Restructuring the supply chain to bypass tariffs poses a major challenge for global corporations. As a result, the urgency to find alternative manufacturing partners outside of China, especially in Southeast Asia, is greater than ever.
3. PCBA in Vietnam Service – EPI, a Trusted Partner for Leading Global Enterprises
In the context of global trade fluctuations, Vietnam is emerging as a strategic electronics manufacturing destination. EPI Vietnam Technologies – a 100% Vietnamese-owned company with a factory in Vietnam and a representative office in Irvine, California (USA) – proudly offers end-to-end PCBA in Vietnam service to global clients.
We provide a full turnkey solution for your electronics manufacturing needs, ranging from PCB design, fabrication, SMT/Thru-hole assembly, quality inspection, packaging, to logistics. All you need is a design or a project description, and you can fully trust EPI to handle the entire production and assembly process.
With a team of experienced engineers, a rigorous quality management system, and the cost advantages of manufacturing in Vietnam, EPI is the ideal partner for global supply chain shifts. Whether you’re a startup or a multinational corporation, EPI Vietnam Technologies is ready to accompany you from concept to finished product.
➡️ Contact EPI today to kickstart your PCBA project in Vietnam.
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