On May 12, #贸易战缓和 2025, the United States and China announced that they had reached an agreement to significantly reduce tariffs on each other's imported goods starting in June, and to commence a 90-day negotiation period. The U.S. will lower tariffs on some goods from China from a maximum of 145% to 30%; China will reduce tariffs on U.S. goods from a maximum of 125% to 10%. This move sends a positive signal that both sides are willing to restart dialogue.

This news has driven a global market rebound, with Dow futures rising more than 800 points at one point, and Asian stocks and oil prices climbing in tandem. Businesses expect cost pressures to ease, and supply chain adjustment pressures to temporarily relieve.

For Taiwan, approximately 35% of exports go to China, and this tax reduction will help stabilize exports in the semiconductor and electromechanical industries. However, in the face of potential future fluctuations in trade dynamics, Taiwan still needs to strengthen supply chain resilience and diversify market layouts to ensure long-term stability.