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Monday 9 June 2025
Chinese controls on rare earth to have limited impact on 2H25 shipments, says Pegatron
The Chinese government has been using controls on rare earth metals as a weapon amid the ongoing US-China tariff war. In April, Beijing imposed export controls on seven medium to heavy rare earth elements, impacting the global semiconductor, automotive, and aerospace industries. Since rare earths are essential raw materials in electronics products, the controls have also put pressure on the electronics industry supply chain.
Monday 9 June 2025
Taiwan EMS giants deepen smart healthcare push with AI
With AI transforming industries worldwide, major Taiwanese firms such as Foxconn, Quanta, and Inventec are accelerating their efforts in smart healthcare, recognizing its synergy with information and communications technology (ICT) and vast market potential. These companies have been investing in healthcare technology for over a decade, but recent AI advancements and improved digital infrastructure are enabling them to scale more sophisticated solutions.
Monday 9 June 2025
Inventec forecasts server-led expansion with tepid notebook outlook

Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the primary driver of growth for 2025. The company remains cautious about full-year notebook performance, noting that second-half demand remains uncertain. Nonetheless, it projects a slight year-over-year increase in NB shipments.

Monday 9 June 2025
India roundup: Ex-TI, Intel, AMD execs launch AI chip startups in India
Besides chipmaking, India is actively advancing its IC design capabilities. Apple continues to expand Tata Electronics' role in its global diversification push.
Friday 6 June 2025
Flex partners with MIT to advance the future of US manufacturing

Global manufacturing and supply chain solutions provider Flex announced on June 5 a strategic collaboration with the Massachusetts Institute of Technology (MIT) to support its newly launched Initiative for New Manufacturing (INM) — an ambitious, campus-wide effort aimed at redefining industrial production in the US.

Friday 6 June 2025
Foxconn posts NT$615.7 billion in May revenue amid currency headwinds; YoY growth fueled by AI demand
Foxconn reported consolidated revenue of NT$615.745 billion (US$20.55 billion) for May 2025, marking a 3.99% decline compared to April. However, when measured in US dollars, the company said revenue still increased month-over-month, underscoring the impact of currency movements on its reported figures in New Taiwan dollars.
Friday 6 June 2025
Apple reportedly brings Tata on board for iPhone and MacBook repairs in India as Wistron exits
Reuters, citing unnamed sources, reported that Apple has entrusted Tata Group with handling after-sales repairs for iPhones and MacBooks in India, marking a significant expansion of the Indian conglomerate's role in the US tech giant's supply chain. The move reflects Apple's increasing reliance on Tata as it seeks to diversify beyond China and deepen its manufacturing and service operations in India.
Thursday 5 June 2025
Philippines-based IMI divests Czech unit for EUR10 million as part of restructuring
Integrated Micro-Electronics Inc. (IMI), a Philippines-based EMS provider, has agreed to sell its subsidiary in the Czech Republic to KEBODA Deutschland GmbH & Co. KG for a total consideration of EUR10 million (US$11.42 million), reports Bloomberg, citing a stock exchange filing.
Thursday 5 June 2025
Chinese firms brush off US tariff risks with domestic confidence
When US President Donald Trump took aim at China with record tariffs, the country's firms shrugged it off. Corporate China has since gone out of its way to assuage investors and tout its ability to weather tariff risks, citing experiences from Trump's first administration and that their businesses ultimately aren't that exposed to the US.
Wednesday 4 June 2025
Kinpo Group sees steady growth, eyes AI and global expansion despite uncerntainty
Despite persistent global political and economic uncertainties, Kinpo Group remains on a steady growth path, driven by product innovation, customer diversification, and regional manufacturing expansion. During the company's annual shareholders' meeting on June 3, 2025, President Wei-Chang Chen affirmed that while customer orders continue to adjust on a rolling basis, Kinpo now has visibility into demand through the first half of 2026—roughly 12 to 13 months ahead.
Tuesday 3 June 2025
Kinpo charts Middle East expansion, but without a factory

As Middle Eastern nations accelerate economic diversification efforts, global attention is turning to the region's rising profile as a destination for technology investment — a trend further amplified by US President Donald Trump's recent visit, which resulted in more than US$2 trillion in investment and cooperation agreements across the region.

Tuesday 3 June 2025
Zhen Ding sees tariff risk as minimal, but braces for forex losses

Zhen Ding Technology, the world's leading printed circuit board (PCB) manufacturer, held its 2025 annual shareholders' meeting on May 29, with Chairman Charles Shen outlining both the opportunities and risks facing the company in the year ahead.

Friday 30 May 2025
Foxconn's Young Liu wants to export more than iPhones

Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), becoming the 27th leader of the influential industrial group. Given the central role of the electrical and electronics sector in Taiwan's economy—with its comprehensive supply chain spanning upstream components to downstream applications—his appointment is seen as a potentially pivotal moment for the industry.

Thursday 29 May 2025
Foxconn chief highlights greater challenge than tariffs
US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model. Speaking at the May 29, 2025, shareholder meeting, Liu noted that exchange rate volatility presents a more significant operational risk, while tariff burdens are more likely to affect clients.
Tuesday 27 May 2025
Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production
US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already shifting production toward India and Vietnam. Ongoing negotiations between Apple and the Trump administration have placed further expansion plans on hold, industry sources say.
Tuesday 27 May 2025
iPhone supply chain holds breath for Trump's 25% tariff threats
US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns with Trump's longstanding protectionist stance, industry insiders say the implications—higher costs, potential production delays, and forced supply chain shifts—are too significant to ignore. Suppliers are reportedly in negotiations with Apple to determine the next steps.
Monday 26 May 2025
China's export controls on advanced equipment disrupt global manufacturing expansion
As geopolitical tensions continue to reshape global supply chains, manufacturers expanding production overseas are facing fresh hurdles due to China's tighter export controls on advanced equipment and materials. While the impact on production capacity remains limited for now, sources say these measures are causing delays in setting up new manufacturing lines abroad, prompting companies to turn to local suppliers for critical support.
Monday 26 May 2025
India roundup: Taiwan-India silicon ties and the global chip chessboard
Taiwan and India are deepening their industrial ties as Foxconn, Inventec, Phison, and Sino-American Silicon expand their India investments; however, TSMC had previously turned down India's offer to set up a wafer fab there.
Friday 23 May 2025
Luxshare makes Suzhou epicenter of its US$4.2B push into acoustics, robotics, and wearable tech

Following a high-profile signing in February, Luxshare Precision has launched the next phase of its major project in Kunshan, Suzhou. According to the official WeChat account "Kunshan Release" on May 20, the company's Phase I acoustic industry facility at Luxshare Science Park in Jinxi Town has commenced production, with construction on Phase II now underway.

Friday 23 May 2025
Foxtron charts five-year path to profit with global EV, CDMS rollout
Foxtron Inc., the electric vehicle (EV) joint venture between Foxconn and Yulon, held its annual general meeting on May 23, led by Chairman Young Liu. Liu emphasized that Foxtron's Contract Design and Manufacturing Service (CDMS) model aligns with the direction of the global auto industry. Buoyed by encouraging market feedback and new deals with Japanese automakers, the company is aiming to reach profitability within five years of its 2023 IPO—by 2029.
Friday 23 May 2025
What does Foxconn’s chip bet in France mean for Europe’s tech future?
Foxconn, the world's largest electronics manufacturing services provider, has partnered with French defence and aerospace group Thales to establish a EUR250 million (US$272 million) semiconductor facility in France, marking the Taiwanese company's first direct manufacturing investment in Europe and a significant step in the continent's push for technological sovereignty.
Friday 23 May 2025
Jabil and AVL deal to develop next-gen vehicle electronics

On May 21, Jabil, a global manufacturing solutions provider for the automotive industry, announced that it has signed a memorandum of understanding (MoU) with AVL Software and Functions GmbH, the e-drive and software arm of AVL List GmbH. The agreement marks the beginning of a strategic collaboration aimed at streamlining the development of next-generation vehicle electronics.

Friday 23 May 2025
Nvidia calls robots next trillion-dollar play; Foxconn, Pegatron answer
Nvidia CEO Jensen Huang has positioned humanoid robots as the next multi-trillion-dollar industry. While the US, China, and Europe are racing ahead with development, and Japan begins pivoting from its traditional industrial robotics stronghold, Taiwan remains absent from what many view as AI's most pivotal frontier: physical embodiment.
Friday 23 May 2025
Taiwan leads liquid cooling leap at Computex 2025
Computex 2025 closed on a high note, marked by a substantial uptick in attendees, exhibitors, and product launches. A major highlight of this year's event was the evolution of thermal management solutions, particularly the emergence of dual-phase and double-sided liquid cooling systems designed to meet high-performance chips' growing heat dissipation demands.
Thursday 22 May 2025
Inventec expands in Texas and Thailand to meet growing AI server demand
Taiwan-based Inventec is ramping up its global production capabilities in response to rising geopolitical risks and growing demand for AI servers. The company is expanding its manufacturing footprint in Texas and Thailand, aiming to strengthen regional supply chains and better serve customers worldwide.
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