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Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...
Tuesday 22 April 2025
H20 export ban boosts Malaysia's Nationgate contract manufacturing
Malaysia-based EMS provider Nationgate has stated that the US's latest export ban on Nvidia's H20 to China has not impacted its business operations. According to The Edge Malaysia,...
Thursday 17 April 2025
Global server supply chain status and analysis, 2023-2025
The surge in demand for AI servers, driven by the wave of AI trends, and the impact on the supply chain influenced by geopolitical factors, has made the supply chain deployment of...
Wednesday 16 April 2025
Trump reciprocal tariff impact on server industry

Introduction

Thursday 10 April 2025
Taiwan's EMS bets on Vietnam face new risks from U.S. tariff shift
EMS firms' Vietnam expansion plan could be disrupted by policy shifts, DIGITIMES analyst says in his latest report.
Tuesday 8 April 2025
Trump's tariffs trigger market turmoil: TSMC plunges 13.56%, Foxconn falls 18.57%, Wiwynn bucks trend
US President Donald Trump's introduction of "reciprocal tariffs" across various countries has triggered a substantial market upheaval, causing US equity markets to drop sharply over...
Tuesday 8 April 2025
AI server providers face tariff headwinds, DIGITIMES Research proposes two key strategies
In response to tariff barriers constructed by the US, many electronics manufacturing service (EMS) providers are developing related countermeasures.
Tuesday 1 April 2025
Foxconn's CEO rotation signals strategic evolution
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate...
Monday 31 March 2025
Dixon Technologies expands India EMS footprint with Signify deal
Dixon Technologies is rapidly solidifying its position in India's electronics manufacturing services (EMS) sector. Recent joint ventures with Signify and Vivo, alongside acquisitions...
Saturday 29 March 2025
Tariff risk could reshape Taiwan's server production dynamics in Mexico, Southeast Asia, says DIGITIMES
Amid uncertainties regarding US tariff policy, Taiwanese server manufacturers are adapting for the future. DIGITIMES analyst Yen Chou noted that servers produced in the US will be...
Friday 28 March 2025
AIDC enters Malaysian partnership to expand energy storage presence in Southeast Asia
Kai-hung Hu, chairman of Taiwan's Aerospace Industrial Development Corp. (AIDC), announced a partnership with the Malaysian company Cape EMS Berhad during a recent trip to the country,...
Wednesday 26 March 2025
Chinese suppliers develop server component capabilities, says DIGITIMES Research
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent...
Monday 24 March 2025
VS Industry reports quarterly revenue rise but six-month figures show concerning decline
VS Industry, a Malaysia-based EMS provider, reported a quarterly revenue increase alongside a rise in profit before tax from the previous quarter. However, a decline in six-month...
Monday 17 March 2025
India's electronics sector growth fuels Zetwerk's expansion, IPO plans
India-based EMS provider Zetwerk inaugurated its seventh plant in India over the weekend as an emerging electronics manufacturing ecosystem has benefitted local firms to raise funds...