Tariffs Will Help Trio-Tech (TRT) Experience Huge Growth

NIA is almost always right, and you are seeing it once again right now with Trio-Tech International (TRT) rising in a down market.

Normally, tariffs hurt exporters by raising costs, but for Trio-Tech International (TRT), tariffs create opportunity because:

• Customers are moving testing contracts out of China to avoid tariff exposure.

• Trio-Tech’s facilities in Singapore, Malaysia, and Thailand are “neutral” jurisdictions trusted by both U.S. and Asian clients.

• U.S.-based semiconductor firms can maintain supply-chain continuity through Trio-Tech’s Southeast Asian operations rather than risk Chinese dependency.

• Trio-Tech, as a smaller, flexible service provider, can absorb incremental testing and qualification volume from larger Tier-1s rebalancing their geographic exposure.

In other words, tariffs create friction for the big guys, but open doors for agile firms like Trio-Tech to capture overflow work and win new regional contracts.

For 20+ years, semiconductor manufacturers prioritized cost efficiency by building supply chains optimized for low-cost regions like China. Now the paradigm has flipped: tariffs, export restrictions, and national-security concerns have made resilience the new currency of competitiveness.

Trio-Tech International (TRT) is already exactly where that resilient supply chain is relocating: Singapore, Malaysia, and Thailand. While competitors scramble to exit China and rebuild qualified test capacity elsewhere, Trio-Tech doesn’t have to move a single machine. Its existing facilities are already fully operational inside the “safe zone” trusted by both Western and Asian chipmakers.

As U.S. and European semiconductor leaders diversify away from China, Trio-Tech becomes the natural overflow outlet for testing and reliability qualification work that must remain tariff-neutral. Each new round of tariffs or export bans simply tightens this funnel, pushing more business toward Southeast-Asian independents like Trio-Tech.

Add in the company’s $19.5 million cash war-chest and plans to take full ownership of its Malaysian subsidiary, and you have the perfect setup for an earnings acceleration as Trio-Tech captures higher-margin testing volume displaced by trade friction.

That’s why NIA will be right once again: tariffs are not a headwind for Trio-Tech they’re the catalyst for its next leg up. Trio-Tech International (TRT) is poised to become the largest gaining AI stock of 2026.

Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is meant for informational and educational purposes only and does not provide investment advice.