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Friday 16 May 2025
Wistron sees strong AI server demand; tariff risks cloud notebook outlook
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...
Thursday 15 May 2025
Hiroca leverages Mexico, China plants to offset tariff impact and tap rising automotive demand
Following the US automotive tariff, the industry is reassessing production line adjustments. Notably, China is experiencing rising demand in its automotive sector. In response, Hiroca...
Thursday 15 May 2025
AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders...
Tuesday 13 May 2025
Texas factory plans raise questions about Compal's ZT bid
Compal Electronics chairman Ray Chen revealed the company will build a factory in Texas. When questioned whether this means Compal will no longer pursue its bid for ZT's US factory,...
Monday 12 May 2025
US-UK auto tariff deal shifts trade dynamics
The US has finalized a trade agreement with the UK, granting British car manufacturers a 10% tariff on up to 100,000 vehicles annually, lower than the 25% tariff applied to automotive...
Wednesday 7 May 2025
Wistron pours another US$1.2 billion into US, Mexico to scale AI server manufacturing
Wistron Corporation is ramping up its US manufacturing expansion. On May 6, its board approved the acquisition of land and facilities at the Westport site in Dallas, adding to an...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Friday 25 April 2025
Taiwan auto parts makers face 'unprecedented challenge' from US tariffs
Taiwan's automotive supply chain faces an "unprecedented challenge" after the US imposed a 25% tariff on imported vehicles and auto parts earlier this month, according to DIGITIMES...
Friday 25 April 2025
NB Industry accelerates global shift despite US overtures to China
Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands...
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

Thursday 24 April 2025
Unpredictable US policy fuels PC makers' continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their...

Wednesday 16 April 2025
Trump's auto tariffs create supply crunch as China faces surplus
Trump's steep 25% tariff on imported vehicles plus an additional 25% border tax on cars from Canada and Mexico has upended the US auto market, creating significant supply constraints...
Tuesday 15 April 2025
Tariff uncertainties prompt supply chain rethink as Trump 2.0 policies evolve
Global supply chain operators are adopting increasingly cautious strategies amid rapidly shifting US tariff policies, with companies accelerating their international production plans...
Tuesday 15 April 2025
Auto Shanghai 2025: A telling litmus test for China-West auto decoupling
Auto Shanghai 2025, running from April 23 to May 2, is set to become a critical arena for global automakers. Chinese brands are poised to dominate the spotlight, while European manufacturers—reeling...
Monday 14 April 2025
Taiwan auto parts maker says US tariffs hurt American carmakers, plans Mexico expansion
Hiroca Holdings Ltd. sees limited impact from US tariffs as it reduces China production for American market and plans expansion in Mexico, according to General Manager Chien-chung...