Subject


Wistron


2025-11-17

[News] NVIDIA Reportedly Preparing to Sell Full AI Server Systems in 2026, Raising Margin Risks for Partners

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

2025-07-04

[News] Trump’s 20% Vietnam Tariff Shakeup: Foxconn and Key Taiwanese Tech Firms’ Moves and Impact

With the Trump administration locking in a 20% tariff on Vietnam, Taiwan’s tech sector is breathing a bit easier, as the country has emerged as a key alternative to China—now home to assembly lines for laptops, wearables, networking gear, and smartphones, according to the Economic Daily News. ...

2025-05-13

[News] U.S. Cuts China Tariffs to 30%, Offering Relief to Taiwan ODMs Foxconn, Compal, and Quanta

On May 12, the U.S. and China announced a 90-day tariff reduction, cutting U.S. duties on Chinese goods from 145% to 30%. According to Economic Daily News, the move is expected to ease pressure on major contract manufacturers with significant operations in China, including Foxconn, Compal, Quanta, I...

2025-02-19

[News] Taiwan’s AI Server Manufacturers Target Texas for U.S. Expansion Amid Tariff Concerns

According to a report from UDN News, Taiwan’s contract manufacturers are gearing up to invest in the U.S. amid escalating tariffs under Trump’s administration. The report, citing Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA) Chairman Richard Lee, notes that Taiwan’s le...

2025-01-22

[News] Foxconn and Taiwanese Manufacturers Boost U.S. Expansion Amid Potential Trump Tariff Hikes

"Trump 2.0" has officially commenced. According to a report from Commercial Times, although no tariff-related policies have been enacted immediately, it is anticipated that the U.S. will soon impose tariffs on foreign trade. As a result, major Taiwanese manufacturers are expediting their efforts to ...

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