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 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)