Taiwan’s contract manufacturers once struggled with the “3-4% margins” curse in the PC and smartphone era. Today, with AI servers driving 10–15% margins, Foxconn, Quanta, and Wiwynn have reinvented themselves as indispensable players in the global AI supply chain. … More From “3-4% Margins” to the AI Era: How Taiwan OEMs Reinvented Themselves
Taiwan’s semiconductor giants like TSMC and MediaTek are known for global dominance—but behind their success lies a culture of Taiwan High-Tech Working Hours., intense pressure, and engineers’ personal sacrifice. … More The Path to Success: A Double-Edged Sword of Taiwan High-Tech Working Hours
Foxconn EV strategy goes beyond selling cars. By acquiring Luxgen, Foxconn is building a first-party reference EV to validate the MIH platform, internalize EV know-how, and strengthen its global OEM partnerships. … More Luxgen Is Not About Selling Cars — Inside Foxconn EV Strategy’s “Pixel Moment”
鴻海真正打開日本汽車市場的第一扇門：不是 Nissan，而是 Mitsubishi FUSO ==== Foxconn’s Real Entry into Japan’s Auto Industry: It’s Not Nissan — It’s Mitsubishi FUSO For more than a year, headlines suggested that Foxconn was trying to break into Japan’s auto industry through major passenger-car makers—especially Nissan. But the real opening, the first door that truly swung open, came from somewhere … More Foxconn’s Real Entry into Japan’s Auto Industry: It’s Not Nissan — It’s Mitsubishi FUSO
歷史重演？從 Sharp 到 Nissan，看鴻海如何面對日本企業的「尊嚴談判」 ==== History Repeats Itself? From Sharp to Nissan — How Foxconn Navigates Japan’s “Dignity Negotiations” In October 2025, news broke that Foxconn’s talks with Nissan over acquiring the Oppama Plant in Yokosuka, Kanagawa Prefecture, have collapsed.The 540,000-square-meter factory was seen as a strategic base for Foxconn to expand its EV manufacturing … More History Repeats Itself? From Sharp to Nissan — How Foxconn Navigates Japan’s “Dignity Negotiations”
As Foxconn eyes a partnership with Nissan after its Mitsubishi deal, Japan’s auto industry faces a pivotal test of supply chain openness in the EV era. Here’s what’s at stake. … More From Mitsubishi to Nissan: Foxconn’s Quiet Takeover of Japan’s EV Landscape
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Foxconn takes a bold step into the EV industry with its first full-vehicle OEM contract from Mitsubishi Motors. This landmark deal validates its CDMS model and positions the company as a future leader in global EV manufacturing. … More Foxconn’s Breakthrough: Secures Mitsubishi EV Deal, Moving from Concept to Real-World Execution
==== Trump’s Heavy Pressure on Mexico Deepens the U.S.-China Supply Chain Dilemma Trump’s Tariff Pressure on Mexico Intensifies Global Supply Chain Uncertainty U.S. President Donald Trump has once again reiterated that if Mexico does not impose tariffs on Chinese imports, he will maintain a 25% punitive tariff on Mexican goods. According to Bloomberg, U.S. Secretary … More Trump’s Maximum Pressure on Mexico: A Major Uncertainty for the Future Development of Taiwanese Server OEMs (川普對墨西哥的極限施壓：台灣伺服器代工廠後續發展的重大不確定因子)
Foxconn’s Ambition in Electric Vehicles As the global automotive industry shifts from internal combustion engines to electric vehicles (EVs), Taiwan’s tech giant Foxconn has set its sights on becoming a leading supplier of EV platforms. This strategy, while visionary, is fraught with challenges. Utilizing its robust electronic supply chain integration capabilities, Foxconn has gradually revealed … More Foxconn’s Transformation into an EV Platform Supplier: Challenges and Opportunities in Acquiring Nissan (鴻海轉型電動車平台供應者：收購Nissan的挑戰與機會)
2024 has been a year of both brilliance and shadow for Taiwan’s economy. While global stock markets shone brightly, Taiwan’s stock market delivered an outstanding performance, with an annual growth of 32%, making it the second-best globally, only behind the U.S. market, which saw a remarkable 40% increase. However, Taiwan’s economic highlights were almost exclusively … More Taiwan’s Economic Performance in 2024: A Tale of Two Worlds (2024台灣經濟的兩樣情：半導體的高光與傳統產業的嚴冬)