TAIPEI (Taiwan News) — GIS Chair Chou Hsien-ying (周賢穎) said Thursday that although 80% of the company's clients are from the US, only 20–30% of shipments go directly to the US, minimizing exposure to tariffs.

Speaking after the company’s shareholder meeting, Chou said most GIS products are sent to downstream assemblers, many of which have moved production out of China, per CNA. That relocation has helped cushion the company from US trade pressures, he added.

Chou said the current 90-day tariff reprieve still carries uncertainties. He believes steep tariffs would also hurt the US economy and sees minimal impact from Taiwan dollar fluctuations, as GIS’ main production remains in China.

Additionally, GIS’ Vietnam plant is on track to begin production in Q2 next year with construction starting in Q3 this year, per Anue. The site is expected to focus on touch products, with possible expansion into optical components and glass processing.

Vietnam’s early trade deals with the US make it a more strategic location for long-term manufacturing, Chou explained. GIS may also consider Thailand if demand for automotive products accelerates.

Touch and display components currently account for 80% of GIS’s revenue, but the company aims to boost the share of optical, fingerprint recognition, and automotive products to 50% by 2028–2029.