Some updates on bottleneck timelines:
- ABF substrates: 1 year
/ eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates
- HDI Boards: Over 6 months
/ Victory Giant (300476), Zhen Ding (4958), Unimicron, Compeq (2313), Meiko (6787)
- Multilayer boards: ~6 months
/ Victory Giant, WUS (002463), $TTMI, Gold Circuit Electronics (2368),
- CCL: Over 6 months (severe shortages of materials)
/ Elite Material (2383), Shengyi (600183), TUC (6274), ITEQ (6213), Nan Ya Plastics (1303), Resonac (4004)
Mitsui Kinzoku (5706) / HVLP copper foil. Nittobo / glass fiber/cloth
- MLCCs, chip resistors, tantalum capacitors, aluminum electrolytic capacitors: 15-20 weeks to 1 year+
MLCC: Murata (6981), Samsung Electro-Mechanics, TDK (6762), Taiyo Yuden (6976), Yageo (2327), Walsin (2492)
Chip Resistors: Yageo, Walsin, KOA (6999), Rohm (6963) and $VSH
Tantalum capacitors: Kyocera/AVX, Yageo/KEMET, $VSH again
Aluminum electrolytic capacitors: Nippon Chemi-Con (6997) Nichicon (6996) | Timelines sourced from Digitimes, did the honors of adding in related companies.
But it's slightly more nuanced since MLCCs and others mix. in commodity types vs. AI DCs.
Regardless, just some helpful mapping.
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‼️A FULL LIST OF ITEMS HIT BY NEW 50% TRUMP TARIFFS, NO USMCA SHIELD THIS TIME ‼️
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Alcoholic beverages (beer, wine, spirits) — Chapter 22 (e.g., headings 2203–2208)
Essential oils (limited)
Wood and wood products — Chapters 44–46
Paper and paperboard products — Chapter 48
Some miscellaneous items (e.g., certain sports equipment)
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Agricultural & Plant Products — Honey, feathers/down, animal by-products, bulbs, live plants, cut flowers, seeds, hops, vegetable materials, gums, extracts, etc.
Dairy, Sugars & Food Preparations — Milk powders, whey, lactose, glucose/fructose syrups, molasses, bakers’ mixes/doughs.
Chemicals & Related — Essential oils, perfumes, cosmetics, polyols (mannitol, sorbitol, glycerol), proteins, glues, starches, paints/inks, lubricants.
Plastics & Rubber — Sheets, bags, containers, tableware, household articles, gaskets, seals.
Hides, Leather & Furs — Raw hides, leather bags/gloves/belts, fur articles.
Wood & Paper — Sawn wood, veneer, plywood, moldings, doors, frames, paper, tissue, cartons, labels.
Textiles & Apparel — Fabrics, nonwovens, carpets, clothing items.
Machinery, Tools & Electronics — Hand tools, turbines, compressors, refrigerating equipment, packing machinery, cameras, monitors, projectors, radar, smartphones/base stations, printed circuits, etc.
Other — Salt, cement, candles, toys/games, furniture, lighting, artwork, antiques, boats, etc.
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Dairy Products (Chapter 04)0402.10.05 — Milk and cream, unsweetened, in powder/granules/flakes, fat content ≤1.5%
0402.10.10 — Milk and cream, unsweetened, in powder/granules/flakes, fat content >1.5% but ≤3%
0402.10.50 — Milk and cream, unsweetened, in powder/granules/flakes, fat content >3%
0402.21.02 — Milk and cream, sweetened, in powder/granules/flakes, fat ≤1.5%, for infant formula or other special uses
0402.21.05 / 0402.21.25 / 0402.21.27 / 0402.21.30 / 0402.21.50 / 0402.21.73 / 0402.21.75 / 0402.21.90 — Sweetened milk and cream in powder/granules (various fat contents and uses)
0402.91.03 / 0402.91.06 — Condensed/evaporated milk and cream, sweetened, various fat levels
0402.99.68 — Other sweetened condensed/evaporated milk and cream nesoi
0404.10.05 / 0404.10.08 / 0404.10.11 / 0404.10.15 / 0404.10.20 / 0404.10.48 / 0404.10.50 / 0404.10.90 — Whey and modified whey (various types, concentrated or with added sugar)
0404.90.10 / 0404.90.28 / 0404.90.30 / 0404.90.50 / 0404.90.70 — Products consisting of natural milk constituents (whey protein concentrates, etc.)
Other Products0506.90.00 — Bones and horn-cores, unworked, defatted, simply prepared
1210.20.00 — Hop cones, crushed, ground, powdered or in the form of pellets
1301.90.91 — Natural gums, resins, gum-resins and oleoresins (other than gum arabic, etc.)
1702.11.00 — Lactose and lactose syrup, containing by weight 99% or more lactose
1702.19.00 — Other lactose and lactose syrup
1702.30.28 / 1702.40.28 / 1702.60.28 — Glucose and glucose syrup (various concentrations)
1702.90.35 / 1702.90.58 / 1702.90.68 — Other sugars, sugar syrups, and artificial honey (fructose, maltose, etc.)
1703.10.30 / 1703.10.50 — Molasses from sugar cane
1703.90.30 / 1703.90.50 — Other molasses
1901.20.35 — Mixes and doughs for the preparation of bakers’ wares
2202.91.00 — Non-alcoholic beer
3301.24.00 — Essential oils of peppermint
3501.10.10 / 3501.10.50 — Casein (various grades)
3501.90.20 / 3501.90.60 — Casein glues and other casein derivatives
3502.20.00 — Milk albumin, including concentrates of two or more whey proteins
3504.00.50 — Peptones and other protein substances and derivatives
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