CONNECT WITH US
Monday 5 May 2025
Texas emerges as key battleground in AI server race with US tariff push
President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted by many as a bid to lure manufacturing back to American soil under the "Make America Great Again" banner, the tariff campaign has found early traction in the AI server industry.
Monday 5 May 2025
India roundup: Most iPhones sold in US will be made in India
Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities.
Saturday 3 May 2025
Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the upbeat quarter, the company warned of limited visibility in the second half due to unresolved tariff uncertainties. The growing contribution of new AIoT projects is helping strengthen its long-term growth outlook and improving margins.
Friday 2 May 2025
Dixon Technologies, Inventec form joint venture to manufacture PCs and servers in India
Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership expands Dixon's footprint in high-growth segments, supporting the Make in India initiative through local manufacturing of notebooks, servers, desktops, and related components.
Thursday 1 May 2025
Flex debuts high-powered liquid cooling system for AI-driven data centers

As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has introduced a new thermal management solution through its JetCool division: the SmartSense Coolant Distribution Unit (CDU).

Wednesday 30 April 2025
Foxconn reportedly eyes India's new PLI scheme amid soaring local growth as Tata begins iPhone production at new plant
Foxconn is planning to invest in India through its subsidiary Yuzhan Technology to tap into the newly launched production-linked incentive (PLI) scheme for electronic components, according to The Economic Times, which cites sources familiar with the matter. This move comes amid industry speculation that other major players, such as Dixon Technologies and Tata Electronics, are also preparing to apply for the scheme.
Wednesday 30 April 2025
Apple's Chinese supplier Luxshare hits US$37 billion milestone, breaks iPhone dependency
Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence in China's high-end tech supply chain.
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
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.
Monday 28 April 2025
FICG rides Johor-Singapore SEZ momentum, eyes deeper expansion with clients in tow
FIC Global, Inc. (FICG), a leading optical communication module provider, is accelerating its Southeast Asia expansion as momentum builds around the Johor-Singapore Special Economic Zone (JS-SEZ). The company has announced plans to establish a new production base in Johor, Malaysia, to meet customer demands for diversified manufacturing locations and capitalize on the zone's first-mover benefits.
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
China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Universal Scientific Industrial (USI) posted a flat first-quarter profit for 2025, as weakening cash flow and margin compression continued to weigh on performance.

Monday 28 April 2025
BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

BYD Electronics International posted slight revenue and profit growth for the quarter that ended March 31, 2025, but continued to grapple with margin compression in a tough market environment.

Monday 28 April 2025
Taiwan's Auden Technology sees 1Q25 slump, expects recovery as tech market rebounds
Auden Technology, a Taiwan-based RF and testing equipment manufacturer, reported the first-quarter 2025 revenue of NT$323 million (US$9.93 million), down 12.07% year-over-year amid seasonal weakness and delayed AI PC product launches.
Monday 28 April 2025
Southeast Asia's most advanced manufacturing base: inside Pegatron's new 5G factory in Indonesia
Pegatron Corporation has officially launched its new smart factory in Batam, Indonesia. This facility marks a key step in Pegatron's advanced manufacturing strategy and will serve as a flagship location for its 5G business.
Monday 28 April 2025
Apple aims to build most iPhones for US in India by end-2026
Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.
Friday 25 April 2025
China braces for economic shock as the US unleashes sweeping tariff hikes
The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest rate, the majority face significant tariff hikes, signaling a sharp escalation in trade tensions that could severely curtail Chinese exports to the US.
Friday 25 April 2025
Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India
Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly blocked a local Apple supplier from exporting equipment needed for the trial production of the upcoming iPhone 17 in India.
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 from China. The industry's supply chain remains firmly committed to expanding manufacturing capacity in Southeast Asia and Mexico as companies hedge against future geopolitical risks.
Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments. Consumer electronics firms are taking a cautious stance on future demand, while server component suppliers report steady orders and continued strength in artificial intelligence–related demand.

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 manufacturers like Samsung Electronics, which has substantial production facilities in both countries. As a result, Samsung is reportedly considering shifting some of its smartphone manufacturing from Vietnam to India, following similar moves by other tech giants like Alphabet.
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The initiative is part of the company's broader supply chain strategy and aligns with India's ongoing 5G rollout.
Wednesday 23 April 2025
VVDN powers India's tech shift with new innovation hub amid global manufacturing exodus
According to Electronics For You and The Machine Maker, India-based electronics manufacturer VVDN Technologies has announced the inauguration of its state-of-the-art Mechanical Innovation Park in Manesar, Gurugram, Haryana, alongside the launch of its largest surface mounting technology (SMT) line at the Global Innovation Park.
Wednesday 23 April 2025
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift from Vietnam to India supports the growing US-India trade relationship, which aims for US$500 billion in bilateral trade by 2030.