With the return of former U.S. President Trump and the implementation of a new wave of trade protectionist policies, global supply chains are once again facing turbulence. The U.S. recently announced a 10% basic tariff on all imported goods, with higher rates imposed on certain high-sensitivity products and specific countries. In response to the challenges posed by the latest U.S. tariff policies on Taiwan's biotech industry, AMS BioteQ announced a comprehensive global strategy today. The company is actively adjusting its supply chain, strengthening technological innovation, and expanding its international market presence. By leveraging concrete data and tangible results, AMS BioteQ aims to counter the pressure of U.S. tariffs and further enhance the competitive advantage of Taiwan's biotech industry in the global market.
AMS BioteQ Co., Ltd. (6864-TW), one of the few Taiwanese biotech companies with a dual focus on drug development and medical devices, boasts a diverse product portfolio. Its technologies span innovative medical devices, medical aesthetics, and agricultural applications. Moving forward, the company will focus on three core strategies: "multi-country markets," "technological differentiation," and "open platforms" to accelerate its global expansion. By initiating a comprehensive multi-faceted supply chain and market response plan, AMS BioteQ aims to mitigate trade barrier risks and enhance global competitiveness through innovative technologies, flexible manufacturing, international collaborations, and diversified market strategies.
Early Licensing: A More Agile Approach to New Drug Development
AMS BioteQ's drug development efforts are centered on small-molecule drugs for emerging viruses and infectious diseases. The company adopts an "early licensing" strategy, utilizing a technology export model to reduce resource investment risks while accelerating the commercialization of its innovations. This approach allows AMS BioteQ to align with international pharmaceutical companies early in the R&D process, speeding up the clinical and market entry phases. Its core candidate drug, AMS-2140, has demonstrated promising antiviral potential and is already undergoing commissioned trials and development in collaboration with academic and research institutions in the U.S. and Thailand. AMS BioteQ plans to further focus on its AI-driven drug screening platform, targeting innovative therapies for emerging viruses and cross-border infectious diseases. The company also aims to collaborate with foreign partners to push for early licensing agreements with pharmaceutical manufacturers, which is expected to generate significant licensing revenue.
Innovation at the Core: Strengthening the Technological Moat
AMS BioteQ's self-developed SIPSIP Foam, an innovative wound dressing, officially obtained U.S. FDA and Japanese PMDA medical device approvals in 2024, qualifying it for entry into international markets. According to Grand View Research, the U.S. chronic wound market reached $5.1 billion in 2024 and is projected to exceed $7.8 billion by 2030. AMS BioteQ is initially targeting diabetes wound care and long-term care facilities, with plans to develop upgraded versions for different indications. The product's differentiation lies in its unique physical structure design and biocompatible materials, which not only enhance chronic wound healing efficiency but also offer extended replacement cycles and superior user comfort. The company plans to enter high-end medical device channels to boost pricing and value competitiveness while reducing price sensitivity. Additionally, AMS BioteQ is in talks with medical device distributors in the Middle East (UAE) and Southeast Asia to actively penetrate regional markets. This is expected to become a core driver of revenue growth, realizing a flexible supply chain strategy of "R&D in Taiwan, global output, and risk diversification."
Technological Leadership: Creating Differentiated High-End Medical Aesthetic Products
Beyond wound dressings, AMS BioteQ is actively promoting the cross-domain application of its medical device technologies. The company's dry sheet mask technology products emphasize differentiation through "long shelf life, lightweight storage and transportation, and stability." Utilizing patented medical engineering technologies and special functional additives, these products are set to debut at the Beauty World Tokyo exhibition in late April 2024. According to Allied Market Research, the global high-end skincare market is projected to grow from $140 billion in 2024 to $210 billion by 2030, with "functional sheet mask products" experiencing the fastest growth. AMS BioteQ's dry sheet mask development includes modules such as "customized formulations," "high active ingredient loading," and "collagen molecularization," offering high customization potential. These products not only serve skincare brands but can also be used for post-surgery recovery and sensitive skin repair, expanding into functional product lines.
Cross-Domain Applications: A New Solution for Agricultural Cultivation Media
The Seep Plug cultivation medium stands out for its application value in crop cultivation and seedling growth. Its technology precisely supplies water based on plant needs, avoiding waste and root damage caused by over-irrigation. For crops in the seedling stage, stable water supply is critical, and this product provides an ideal growth environment, accelerating seed germination and seedling development. The medium offers excellent breathability and water retention, effectively meeting the diverse needs of plants in their early growth stages and reducing cultivation failure rates. Its versatility is particularly suited for economic crops such as strawberries, herbs, and medicinal plants, as well as edible crops like solanaceous, cruciferous, and leafy vegetables. By ensuring stable and superior growth conditions, Seep Plug enhances the quality and yield of agricultural products, meeting Taiwan's domestic market demands and reducing the company's over-reliance on fluctuations in medical industry policies.
Strengthening International Collaboration: Building Global Influence
AMS BioteQ emphasizes that "technological differentiation + market diversification + localized supply chains" is the core strategy to navigate the current international political and economic landscape. The company plans to strengthen collaborations with government agencies, international strategic partners, and local distributors while gradually expanding its product penetration in global markets. By driving product value through innovative R&D and leveraging Taiwan's research resources and global production布局, AMS BioteQ is steadily advancing toward its goal of "globalizing Taiwan's medical technology brand," creating a sustainable international model for the biotech industry. In terms of international brand promotion, AMS BioteQ plans to participate in at least five international exhibitions within the next 12 months and sign memorandums of understanding (MOUs) with renowned overseas enterprises to further expand its global market presence.
Chairman Tsai Yi-Ju of AMS BioteQ stated, "We believe that technological innovation is the best way to break through price competition and trade barriers. In the face of global economic changes and the new U.S. tariff policies, we have developed a comprehensive strategy based on data, ranging from supply chain adjustments to technological R&D, cost control to international market expansion. Through these concrete measures, we can not only effectively respond to the impact of tariffs but also achieve sustained growth in the international market, creating greater value for investors and partners."
Facing global trade uncertainties, AMS BioteQ has not retreated but instead turned challenges into opportunities through precise strategies. From technological innovation to supply chain flexibility, from market diversification to cross-domain integration, the company is steadily demonstrating its potential and strength as a representative brand of Taiwan's medical technology exports. Moving forward, AMS BioteQ will continue to invest in new technologies, products, and markets, with innovative R&D as its core driving force, solidifying Taiwan's medical devices' competitive position in the global market and bringing more breakthroughs and surprises to the global healthcare industry.