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
==== U.S. President Donald Trump’s latest sweeping tariff policy has once again heightened global trade tensions and sent shockwaves through international capital markets. On Thursday and Friday, U.S. stocks witnessed massive capital outflows, triggering a wave of panic that spread across the globe. With Taiwan’s stock market closed for the Tomb-Sweeping Day holiday during this … More Trump’s New Tariff Blitz Shakes Global Markets — Could Vietnam-Linked Stocks Be the Temporary Safe Haven? (台股週一恐迎大殺盤，越南概念股是否可能是資金暫時的避風港？)
==== 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)