From “3-4% Margins” to the AI Era: How Taiwan OEMs Reinvented Themselves

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

Trump’s Tariff Revival Spurs a U.S. Manufacturing Push by Taiwan Server Supply Chain

川普對等關稅政策壓力,台灣伺服器供應鏈掀起美國購地與建廠潮 … More Trump’s Tariff Revival Spurs a U.S. Manufacturing Push by Taiwan Server Supply Chain

Taiwan’s Q1 2025 Economic Growth: Strong Tech Exports Drive Performance While Domestic Demand Lags

台灣2025 Q1經濟成長亮眼,高科技出口撐起全局,內需與傳統產業仍乏力 … More Taiwan’s Q1 2025 Economic Growth: Strong Tech Exports Drive Performance While Domestic Demand Lags

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)

==== 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)