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Tuesday 24 February 2026

Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.

The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting the administration to switch to Section 122 of the Trade Act of 1974 and impose a temporary additional 15% tariff on global goods. The change has immediate implications for previously negotiated exemptions and for Taiwan's export sectors.

Tuesday 24 February 2026

US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues

The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including Apple Inc. Still, the administration responded with a new executive order imposing a 15% tariff on all imports for 150 days.

Friday 20 February 2026

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.

Monday 16 February 2026

India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision

Friday 13 February 2026

Quanta boosts Thailand investment to expand AI server capacity

Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing the site's role in the company's planned expansion of AI servers.

Friday 13 February 2026

Foxconn founder hands out $95m in bonuses as company targets $290bn in sales

Foxconn Technology Group held its 2026 All-Foxconn Sports Games on February 12, drawing 17,000 employees and family members and more than 30,000 participants in total. Chairman Young Liu announced that the group's 2025 revenue set a record above NT$8 trillion (US$254.4 billion).

Friday 13 February 2026

A tariff truce with teeth: US–Taiwan pact shields chips from Section 232 shocks

US Ambassador Jamieson Greer oversaw the signing of a comprehensive Agreement on Reciprocal Trade between the US and Taiwan on February 12, 2026. The agreement, reached under the auspices of the American Institute in Taiwan (AIT) and the Taipei Economic and Cultural Representative Office in the US (TECRO), is designed to eliminate tariff and non-tariff barriers while enhancing the resilience of high-technology supply chains.

Thursday 12 February 2026

Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy

As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation. Once primarily a transshipment hub for trade, the city-state has evolved into a regional coordination and compliance center. Observations indicate that Taiwanese and Chinese companies are now utilizing Singapore to pursue distinctly different strategic approaches.

Tuesday 10 February 2026

Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion

Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major asset divestment has been completed without litigation.

Monday 9 February 2026

EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales

Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven demand across key business segments.

Friday 6 February 2026

Pegatron partners with Sysgration to expand BBU for US-made AI servers

Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement of common shares. Pegatron will subscribe to 22,000 shares at NT$55 per share, bringing the total size of the funding round to NT$1.375 billion.

Friday 6 February 2026

Wistron posts strongest January on AI server growth

Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The company attributed this performance to its AI servers becoming the largest growth driver for the group, alongside early PC customer orders that softened typical seasonal slowdowns in the first quarter of 2026.

Friday 6 February 2026

MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets

During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman Tzu Hsien Tung expressed a more optimistic view, highlighting the dominance of smartphones over the past 16 years and the potential for future growth driven by emerging markets.

Thursday 5 February 2026

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued strength across its diversified businesses.

Wednesday 4 February 2026

Karnataka govt wades into Foxconn tax dispute, averting escalation

The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily defuses a dispute threatening the state's investment climate, according to The Economic Times.

Wednesday 4 February 2026

India wins electronics investment, but key gap threatens momentum

India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives, and growing interest from multinational companies have pushed the country into the spotlight as a serious alternative manufacturing base.

Tuesday 3 February 2026

Foxconn faces tax dispute in Karnataka, prompting government intervention

Taiwanese contract manufacturer Foxconn is embroiled in a local tax dispute in Karnataka, with two gram panchayats issuing notices over alleged unpaid dues and requests for detailed land-use documentation. The development has sparked concerns over the state's investment climate as it seeks to attract high-end electronics manufacturers, according to The Economic Times, Money Control, and India Today.

Monday 2 February 2026

Apple boosts high-end iPhone share as Foxconn solidifies assembly lead

Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026 earnings report. The company reported record-high iPhone-related revenue this quarter, with year-over-year growth significantly outpacing the overall average and serving as the core driver of holiday-season sales expansion.

Monday 2 February 2026

India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains

India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with fresh funding for semiconductors, electronics components, and AI-linked infrastructure aimed at strengthening supply chains and boosting India's global manufacturing competitiveness.

Monday 2 February 2026

India roundup: EU and India concludes FTA amid global trade disruption

After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.

Monday 2 February 2026

LG shifts TV production to Vietnam, expands webOS reach

LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part of a structural overhaul. The move comes as the company seeks to address intensifying global competition and weakening profitability in the TV market.

Sunday 1 February 2026

China controls 80% of global AI glasses production

China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units in 2026, with China holding roughly 12% market share, per Sina.

Friday 30 January 2026

Dixon gears up for massive scale-up amid global memory volatility

Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply chain pressures while targeting long-term revenue of INR1 trillion (US$10.89 billion) over the next three to four years. For the quarter ended December 31, 2025, the company posted consolidated operating revenue of INR106.78 billion, up from INR104.61 billion a year earlier, supported by consolidated operating EBITDA of INR4.21 billion.

Thursday 29 January 2026

Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory

I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation in electronic systems was highly concentrated at the chip level. Advancing process nodes alone was sufficient to capture most of the value. That model no longer holds. Today, improvements in manufacturing technology must propagate beyond wafer fabrication to packaging, testing, and ultimately system-level integration to translate into tradable economic value.

Thursday 29 January 2026

Why can't tech giants escape China's smartphone production grip?

Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating Google has begun relocating NPI for its premium smartphones to Vietnam. Industry insiders note initial progress but emphasize significant structural hurdles in this complex transition.

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