President Donald Trump’s announcement of reciprocal tariffs has created uncertainty in the global market. In response, Tatung announced it had completed a contract with Deloitte Touche Tohmatsu (DTT), formerly KPMG, to accelerate its strategic investment plan in the United States. Leveraging DTT's cross-border financial services expertise, Tatung intends to identify optimal partners for expanding its power business and actively pursue opportunities within America’s electricity market.

The U.S. Department of Energy predicts that demand for AI servers will increase by 4–8 times between 2023 and 2028. Furthermore, a US grid strategy consultant estimates American power needs could rise by 128 GW over the next five years, potentially increasing electricity demands up to 15.8% by 2029—a result of Trump’s tariffs encouraging domestic investment.

Driven by President Donald Trump's reciprocal tariff policy and campaign promises, Tatung has partnered with DTT on a major US plan focused on acquiring or strategically investing in American heavy electrical factories capable of producing transformers and cables. The company began strategic planning in 2024, initially concentrating on acquiring or making targeted investments in local U.S. facilities to quickly respond to market demands—with an initial focus on transformer bids from power companies operating within the Western US and Texas grids.

Success with this strategy of establishing a localized presence would allow Tatung to produce transformers and cables directly within America, providing a competitive advantage over domestic rivals while also executing geopolitical risk diversification strategies through existing bases in Japan, Southeast Asia, and the Middle East. Tatung’s strength lies in its ability to proactively anticipate international situations and industry trends; they are confident that their approach will align with Trump's policy of promoting American production and minimize tariff impacts.