Foxconn Singapore Pte Ltd, a subsidiary of Foxconn, has announced a capital injection into its Indian subsidiary, Yuzhan Technology (India) Private Limited, as part of a long-term investment strategy.
Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex AI and data center workloads. Senior Vice President and CTO Yean-Jen Shue noted that as AI demands grow, infrastructure must evolve to support higher performance, greater efficiency, and robust thermal management.
As Apple expands in India and Trump pushes for US production, a global tug-of-war over manufacturing and supply chains underscores the shifting dynamics between India, China, and the US.
Wistron chairman Simon Lin remarked that the US tariff policies have complicated the business environment, ending the era of harmonious global trade. He urged business leaders to stay vigilant and cautioned employees against expecting jobs with "high pay, light workload, and close to home" to be available.
Wistron president and CEO Jeff Lin addressed rising tariff concerns and shifting production strategies at the company's annual shareholders' meeting on May 16, 2025, highlighting a mixed outlook for different segments of the electronics market.
Pegatron Corp, formerly a key iPhone assembler in India, is redirecting its strategic focus in the country with a fresh investment into its wholly owned subsidiary. Following the transfer of its iPhone production operations to Tata Electronics earlier this year, Pegatron is now preparing to expand its capacity for communications devices and, eventually, automotive electronics.
The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) held its 27th term first member meeting on May 15, re-electing board directors and supervisors and appointing Foxconn chairman Young Liu as its new chairman. Alongside Liu, Jerry Hsu, chairman of AcBel Polytech, a subsidiary of Kinpo-Compal Group, Shang-Hung Shen, chairman of Taya, and Wilson Hu, president of Shinfox Energy, a subsidiary of Foxlink Group, were named vice chairmen.
Getac Technology, a subsidiary of Getac Holdings, has unveiled the world's first rugged AI PC that meets Microsoft Azure's AI PC standards. The flagship model, B360 Plus, features a dedicated Copilot key and a neural processing unit (NPU) capable of up to 48 TOPS (trillion operations per second), delivering enhanced AI performance for use in demanding environments. The device is scheduled for commercial launch in the third quarter of 2025.
AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply chain disruptions, Foxconn chairman Young Liu emphasized during an April 14 investor conference that AI servers are now in the mass delivery stage and are expected to generate over 50% of the company's total server revenue this year.
AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow in Taipei.
Venture Corp reported declining revenue in the first quarter, as improved product durability in its Lifestyle Consumer segment curbed replacement demand. Despite the dip, the Singapore-based EMS provider expanded margins and saw growth across other technology domains, including Networking & Communications and Advanced Industrials.
India finally approved the chipmaking facility proposed by a joint venture between HCL and Foxconn, which will be the first such facility in Uttar Pradesh, as Foxconn continues to step up its semiconductor investments in India.
On May 14, Pegatron announced its financial results for the first quarter of 2025, showcasing robust net profit growth despite a decline in core business performance. Fueled by strong non-operating income, net profit after tax rose 15.1% quarter-over-quarter and 32.1% year-over-year, reaching NT$4.303 billion (US$141 million).
At a recent earnings call, Foxconn chairman Young Liu acknowledged that tariffs and exchange rate fluctuations are posing mounting challenges to global supply chains and expansion plans. However, Liu expressed optimism that these pressures could become catalysts for medium- to long-term transformation, enabling the company to diversify its customer base and seize new opportunities.
Flex's Critical Power division, Anord Mardix, is expanding its European critical power operations through a significant investment in a new facility in southern Poland. The site, located in Bielsko-Biała, will double the company's regional capacity for power products to 1.2 million square feet, as demand surges for AI-driven data center infrastructure.
Foxconn Interconnect Technology has reaffirmed its commitment to supporting Broadcom's co-packaged optics (CPO) initiatives, a transformative technology aimed at reducing signal loss and enhancing high-speed computing performance in data centers. This strategic collaboration strengthens FIT's position in the rapidly evolving field of optical architectures, driven by the surging demands of artificial intelligence (AI) and high-performance computing (HPC).
Taiwan-based magnetic component manufacturer LinkCom announced a stellar first quarter for 2025, with revenues and profits reaching the third-highest level for the period in its history, thanks to an optimized product mix in its magnetic components and wireless charging sectors, which maintained stable capacity utilization.
Compal Electronics, in partnership with Qualcomm, has launched the world's first AI-powered electronic whiteboard equipped with the Snapdragon X processor, set to debut at Computex 2025. This groundbreaking product merges Compal's hardware design and manufacturing expertise with Qualcomm's leadership in high-performance computing and AI, ushering in a new era of smart interactive technology for education and beyond.
According to the Economic Times, PTI, and Outlook Business, Dixon Technologies, an Indian electronics manufacturing giant, has signed an agreement with NxtCell India Private Ltd. to produce smartphones for the French brand Alcatel, marking the brand's return to the Indian market after seven years. The partnership, announced on Friday, will see Dixon's subsidiary, Padget Electronics, commence manufacturing within the next 12-18 months, with initial production expected to roll out in 8-10 weeks.
Tata Electronics plans to double iPhone enclosure production at its Hosur facility to support Apple's September launches, according to sources who spoke with The Economic Times. The move comes as Apple deepens its manufacturing footprint in India, with the plant now restored to pre-fire capacity after a setback in September 2024.
Pegatron Corporation reported April 2025 revenue of NT$102.871 billion (approx. US$3.42 billion), showing a 21.55% increase from the previous month and a 14.71% rise from the previous year. The company's total revenue for the first four months of 2025 was NT$375.305 billion (approx. US$12.48 billion), up 10.36% compared to the same period last year.
With US President Donald Trump back in the White House, a new wave of tariff and exchange rate issues has impacted global supply chains. However, unlike in the past, businesses are not hastily expanding overseas. Instead, Thailand remains the top choice for companies setting up factories in Southeast Asia, thanks to its strategic location, labor resources, and market potential.
Taiwan's leading ODMs reported robust year-over-year revenue growth in April, driven by solid notebook and server shipments. Although early notebook pull-ins have weakened, demand for servers, especially AI servers, remains strong and is set to underpin growth in the second quarter.
Wiwynn's financial results for the first quarter of 2025 benefited from strong demand for universal type and AI servers, with consolidated revenue reaching NT$170.655 billion (US$5.6 billion), up 47.6% quarter-over-quarter and 145.1% year-over-year. Net profit after tax for the quarter hit a record high of NT$9.793 billion, increasing 38.97% quarter-over-quarter and by 1.08 times year-over-year. The Wiwynn board also approved the promotion of William Lin to president and chief executive officer to drive business growth and strengthen management talent teams supporting the company's long-term development.