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Monday 24 February 2025
Trump's claim of 'hundreds of billions' Apple US investment could take a decade to materialize
A recent meeting between Apple CEO Tim Cook and US President Donald Trump led to the president announcing that Cook plans to invest hundreds of billions of dollars in the US and relocate...
Monday 24 February 2025
Foxconn subsidiary acquires 25% stake in Goertek Electronics Vietnam for US$50 million
Foxconn, through its subsidiary New Wing Interconnect Technology (Bac Giang), has acquired a 25% stake in Goertek Electronics Vietnam for US$50 million, announcing the deal on the...
Monday 24 February 2025
Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynamics
Apacer CEO C.K. Chang believes that the drop in NAND Flash and DRAM prices is almost over, with little room for further declines. Prices are expected to rise in the second quarter,...
Monday 24 February 2025
Faraday's 1Q25 revenue is expected to increase by 150% quarterly, but gross margin may drop to 20%
On February 21, leading ASIC design service and silicon intellectual property (IP) provider Faraday held its earnings call. The company's fourth quarter of 2024 gross margin declined...
Monday 24 February 2025
Flex expands US manufacturing capacity to meet AI-driven power demands
In a strategic move to bolster its presence in the rapidly evolving data center market, Flex announced the launch of a new 400,000-square-foot manufacturing facility in Dallas. This...
Monday 24 February 2025
TSMC's second Japanese fab maintains production timeline for 2027 despite possible construction delay
JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first...
Monday 24 February 2025
Asus and Gigabyte secure major AI server orders from Nvidia, advancing US manufacturing initiatives
Supply chain operators state that due to tariffs and a surge in orders, server manufacturers are accelerating their plans to establish factories overseas, including in the US. In...
Monday 24 February 2025
Siemens Energy flags supply chain constraints among Taiwan's energy transition
Siemens Energy is grappling with supply chain bottlenecks for critical components as Taiwan pushes forward with its ambitious energy transition plans, according to Richard Li, Managing...
Monday 24 February 2025
Singapore doubles down on deeptech: boosting AI and semiconductor research with US$2.23 billion fund
Singapore will invest an additional SGD3 billion (US$2.23 billion) into its National Productivity Fund (NPF) and allocate SGD1 billion to upgrade biomedical research centers and build...
Monday 24 February 2025
Trump says Apple shifting to US plants, with specifics unclear
President Donald Trump told a gathering of governors that Apple Inc. CEO Tim Cook plans to shift manufacturing from Mexico to the US, a move that the iPhone maker hasn't publicly...
Monday 24 February 2025
Taiwanese component suppliers rethink their China plan; time for US pivot?
As the world adjusts to the evolving landscape of Trump 2.0's new policies, the global manufacturing sector finds itself at the precipice of another significant restructuring. While...
Monday 24 February 2025
Spec Products aims to lead screw nut industry
Fastener manufacturer Spec Products (Spec) held a pre-listing performance conference on February 19, 2025, during which chairman Zephyr Chang stated he hopes the company will become...
Monday 24 February 2025
Nissan denies closure of Thailand plant; pledges to expand HEV investment instead
Nissan has dismissed speculation that it plans to shut down its factory in Thailand, reaffirming the country's role as a key manufacturing hub in the Association of Southeast Asian...
Friday 21 February 2025
BizLink optimistic about production relocation opportunities in 2025
Cable and connector maker BizLink expects steady demand for high-performance computing (HPC) and semiconductor production equipment (SPE) to drive growth in 2025, with chairman Roger...
Friday 21 February 2025
Taiwan's overseas production ratio to rise
Statistics from the Ministry of Economic Affairs (MOEA) indicate that Taiwan's overseas production ratio in January was 44.8%, a year-over-year decrease of 4.2pp. If Taiwan's major...