CONNECT WITH US
Wednesday 30 April 2025
Taiwan's economy faces slower growth under Trump's trade pressures
The policies of US President Donald Trump have caused significant disruptions to global trade stability, particularly impacting Taiwan's supply chains. Under the shadow of high tariffs, some Taiwanese companies are considering shifting production away from China to countries like India and Mexico, or even back to the US mainland, where labor costs are higher and union activity is stronger. However, experts warn that a depreciating dollar could increase the cost for Taiwanese manufacturers to set up operations in the US and purchase imported equipment.
Wednesday 30 April 2025
K&S partners with Taiwanese semiconductor leaders in advanced packaging push

Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's semiconductor packaging equipment giant Kulicke & Soffa (K&S) has confirmed its close collaboration with Taiwan's semiconductor foundry leaders in the advanced packaging field for high-end chips.

Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity constraints at US chip plants could hamper the AI server market for years, according to industry sources.
Tuesday 29 April 2025
Taiwan semiconductor supplier Chang Wah sees recovery despite Trump tariff uncertainty
Chang Wah Electromaterials (CWE) founder Canon Huang described Donald Trump's tariff policies as highly unpredictable but expressed confidence that market conditions for CWE and its lead frame subsidiary Chang Wah Technology (CWTC) have bottomed out.
Tuesday 29 April 2025
India-based Optiemus and Taiwanese Avix team up to advance make-in-India drone technology
According to Daiji World, Optiemus Unmanned Systems (OUS), a division of Optiemus Infracom, has joined forces with Taiwan-based Avix Technology to co-develop and manufacture high-performance drone cameras, gimbals, and components in India.
Tuesday 29 April 2025
China launches 'human wave strategy' for R&D, poaching top-level South Korean scholars
Reports indicate that many outstanding South Korean research scholars have been moving to Chinese universities. These experts hold world-class authority in foundational fields of cutting-edge technologies such as semiconductors, batteries, and quantum computing—areas marked by intense global competition. It signals that, amid escalating US-China rivalry for advanced technology supremacy, China is actively recruiting top South Korean talent to accelerate its R&D efforts.
Tuesday 29 April 2025
Sanmina reports strong second-quarter earnings, raises confidence in 2025 growth outlook
Sanmina Corporation, a leading provider of integrated manufacturing solutions, serves a diverse range of industries through its global manufacturing footprint, including communications, defense, medical, and industrial markets. The company posted strong financial results for its fiscal second quarter ended March 29, 2025, citing robust operational execution and resilient customer demand amid global uncertainty.
Tuesday 29 April 2025
Inventec to invest up to US$85 million in Texas facility; joins wave of US expansions for Taiwanese ODMs

Taiwanese electronics maker Inventec announced on April 28 that its board of directors has approved an investment plan of up to US$85 million to establish a manufacturing facility in Texas, marking the latest move by a major original design manufacturer (ODM) to expand US operations. The investment follows similar commitments by fellow Taiwanese ODM giants Foxconn, Wistron, and Wiwynn.

Tuesday 29 April 2025
China's export barriers throttle Trump tariff-driven global supply chain exodus
President Donald Trump's renewed tariff policies have pushed US-China trade tensions to an all-time high. As a result, global supply chains are scrambling to speed up production line relocations, coming face to face with logistical hurdles and China's tightened export controls in its process. The global push for regional manufacturing is reshaping supply chain strategies, however, uncertainties and equipment sourcing challenges further complicate the transition.
Tuesday 29 April 2025
Vivotek establishes global design center in Silicon Valley to boost overseas presence
In the face of uncertain US tariff policy, Taiwanese security solutions provider Vivotek announced that it has established a global design center in Silicon Valley to strengthen its relationship with customers in the US market, which currently accounts for approximately 60% of its revenue.
Tuesday 29 April 2025
Flex bolsters US manufacturing to power data center boom
Flex has ramped up its US manufacturing capacity to address the escalating demand for data center power solutions, driven by the AI boom. The company announced a significant expansion of its facility in Columbia, South Carolina, which now dedicates 134,000 square feet to producing critical power products like databar, power distribution units (PDUs), and remote power panels (RPPs). This move aims to shorten lead times for US data center operators grappling with the power needs of compute-intensive AI applications.
Tuesday 29 April 2025
iPhone 17 stocking begins: 10% YoY shipment decline estimated
The Trump administration's aggressive and unpredictable tariff policies have cast a shadow over economic development. Apple's supply chain revealed that the company recently completed the first phase of iPhone 17's Engineering Validation Test (EVT). Although Apple has not yet confirmed any full-year shipment cuts, most suppliers remain conservative, with the most cautious estimates projecting a 10% year-over-year reduction.
Tuesday 29 April 2025
Tariffs drive order shifts, boosting demand for GEM's new copper materials
The US tariff issues have triggered widespread ripple effects across global supply chains. GEM Terminals (GEM), a terminal manufacturer that has recently invested in the special new copper materials market, stated that its monthly shipments of these specialized copper products have stabilized at 50 tons, with plans to steadily increase production capacity. The company also revealed that due to the impact of tariff policies, it has begun engaging and negotiating with several overseas partners.
Tuesday 29 April 2025
Wiwynn’s Johor bet sets the pace for AI’s next supply chain
With the Johor-Singapore Special Economic Zone (JS-SEZ) rapidly emerging as a beneficiary of the AI data center boom, the region's supply chain is experiencing both new opportunities and formidable challenges. Among the early trailblazers is Wiwynn, a leading Taiwanese AI server integrator, whose strategic expansion into Johor, Malaysia, has set a benchmark for the industry.
Tuesday 29 April 2025
Samsung to invest US$117 million in Indian home appliance plant after labor unrest
The Indian government recently announced that Samsung Electronics will invest approximately US$110 million in its home appliance production line at the Sriperumbudur factory in Tamil Nadu, where worker strikes occurred in 2024.
Tuesday 29 April 2025
IBM plans to invest US$150 billion in US over next five years
International Business Machines Corp. plans to invest US$150 billion in the US over the next five years, joining a cohort of companies that have announced spending commitments following President Donald Trump's election and tariff threats.
Tuesday 29 April 2025
Trump's tariff twists: Can supply chains weather the uncertainty?
In early April, US President Donald Trump floated the idea of reciprocal tariffs, ramping up import duties on Chinese goods to as high as 125%. Yet on April 23, he reversed course, stating that current tariffs on Chinese imports are too high and promising to significantly lower them, adding that he would pursue "friendly" dialogue with Beijing.
Tuesday 29 April 2025
Apple supplier sees no tariff cost-sharing talks, expects tough 2025
Radiant Optoelectronics, a key backlight module supplier for Apple notebooks and tablets, reports that customers have remained calm about tariffs imposed under the Trump administration, with no discussions about sharing these costs. Chairman Justin Wang described client reactions as very "chill."
Tuesday 29 April 2025
Mature chip processes most vulnerable in Trump's tariff storm
Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
Tuesday 29 April 2025
Intel appoints new SMG VP and Taiwan GM
Intel has announced the appointment of Tasha Chuang as vice president of its sales and marketing group (SMG) and general manager for Intel Taiwan. She will officially assume her new role on May 1, leading the team to drive Intel's market operations and marketing efforts in Taiwan.
Tuesday 29 April 2025
From MacBooks to moonshots: Quanta bets on R&D
Quanta Chairman Barry Lam announced that the company will shift toward independent research and development, moving beyond contract manufacturing. While acknowledging the risks, Lam said Quanta's strong profitability provides the foundation for this transformation. "This metamorphosis must happen," he said. "Otherwise, we will forever remain a worm, never a butterfly."
Monday 28 April 2025
IMI's global reach to cushion US tariff impact, says Ayala chair
Integrated Micro-Electronics, Inc. (IMI), Ayala Corporation's electronics arm, is poised to withstand potential US tariffs, leveraging its global footprint across Asia, Europe, and North America. Ayala chairman Jaime Augusto Zobel de Ayala emphasized IMI's strategic resilience, supported by diversified supply chains and robust regional operations, ensuring stability amid trade uncertainties.
Monday 28 April 2025
Dixon, Tata to apply for the latest PLI while HP doubles India PC manufacturing through Dixon
Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian outlets citing sources indicate Tata Electronics may invest INR20 billion (US$234.11 million) in component manufacturing under the government's INR230 billion (US$2.69 billion) incentive scheme, a rumor Tata Electronics declined to comment on.
Monday 28 April 2025
Taiwan's export momentum at risk of slowing; second half of 2025 will be crucial

According to the Taiwan Institute of Economic Research, since President Donald Trump took office, the US has imposed tariffs on multiple countries and a range of products, with plans to extend these tariffs to sectors like semiconductors, pharmaceuticals, and automobiles. This has heightened trade policy uncertainty and exacerbated the risks of a global economic slowdown.

Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the "AI godfather," the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality.