Foxconn Interconnect Technology has reaffirmed its commitment to supporting Broadcom's co-packaged optics (CPO) initiatives, a transformative technology aimed at reducing signal loss and enhancing high-speed computing performance in data centers. This strategic collaboration strengthens FIT's position in the rapidly evolving field of optical architectures, driven by the surging demands of artificial intelligence (AI) and high-performance computing (HPC).

Taiwan-based magnetic component manufacturer LinkCom announced a stellar first quarter for 2025, with revenues and profits reaching the third-highest level for the period in its history, thanks to an optimized product mix in its magnetic components and wireless charging sectors, which maintained stable capacity utilization.

Compal Electronics, in partnership with Qualcomm, has launched the world's first AI-powered electronic whiteboard equipped with the Snapdragon X processor, set to debut at Computex 2025. This groundbreaking product merges Compal's hardware design and manufacturing expertise with Qualcomm's leadership in high-performance computing and AI, ushering in a new era of smart interactive technology for education and beyond.

According to the Economic Times, PTI, and Outlook Business, Dixon Technologies, an Indian electronics manufacturing giant, has signed an agreement with NxtCell India Private Ltd. to produce smartphones for the French brand Alcatel, marking the brand's return to the Indian market after seven years. The partnership, announced on Friday, will see Dixon's subsidiary, Padget Electronics, commence manufacturing within the next 12-18 months, with initial production expected to roll out in 8-10 weeks.

Tata Electronics plans to double iPhone enclosure production at its Hosur facility to support Apple's September launches, according to sources who spoke with The Economic Times. The move comes as Apple deepens its manufacturing footprint in India, with the plant now restored to pre-fire capacity after a setback in September 2024.

Pegatron Corporation reported April 2025 revenue of NT$102.871 billion (approx. US$3.42 billion), showing a 21.55% increase from the previous month and a 14.71% rise from the previous year. The company's total revenue for the first four months of 2025 was NT$375.305 billion (approx. US$12.48 billion), up 10.36% compared to the same period last year.

With US President Donald Trump back in the White House, a new wave of tariff and exchange rate issues has impacted global supply chains. However, unlike in the past, businesses are not hastily expanding overseas. Instead, Thailand remains the top choice for companies setting up factories in Southeast Asia, thanks to its strategic location, labor resources, and market potential.

Taiwan's leading ODMs reported robust year-over-year revenue growth in April, driven by solid notebook and server shipments. Although early notebook pull-ins have weakened, demand for servers, especially AI servers, remains strong and is set to underpin growth in the second quarter.

Wiwynn's financial results for the first quarter of 2025 benefited from strong demand for universal type and AI servers, with consolidated revenue reaching NT$170.655 billion (US$5.6 billion), up 47.6% quarter-over-quarter and 145.1% year-over-year. Net profit after tax for the quarter hit a record high of NT$9.793 billion, increasing 38.97% quarter-over-quarter and by 1.08 times year-over-year. The Wiwynn board also approved the promotion of William Lin to president and chief executive officer to drive business growth and strengthen management talent teams supporting the company's long-term development.

With the potential return of "Trump 2.0" and a renewed wave of tariffs, speculation is growing over another shift in global supply chains. Yet for Taiwanese electronics manufacturers, most of whom endured the first Trump-era disruptions, this is no cause for alarm. Global diversification has long been part of their core strategy, not a reactionary measure. Many are instead seizing the moment to evaluate the effectiveness of their global expansion efforts to date.

Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase from a year ago, totaling US$6.40 billion. This figure exceeded analyst forecasts of US$6.23 billion by 2.6%. The performance highlights Flex's continued resilience in a competitive industry, supported by its large scale and operational efficiencies.

Pegatron Corporation has inaugurated a new factory in Batam, Indonesia, marking a significant milestone as the world's largest 5G smart factory. This facility is notable for being Pegatron's most advanced manufacturing base in Southeast Asia, operating fully on a standalone 5G network architecture.

Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise year-over-year. This performance contrasts sharply with previous Aprils, which typically saw declines compared to March. The company attributed the strong performance to pull-ins ahead of tariff deadlines.

In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they increased their investment in 2023 by constructing a new factory, which began operations in 2025 and started mass production earlier this year. This modern facility is now a key site for Pegatron's deployment of 5G Open Radio Access Network (5G O-RAN) business applications.

As the New Taiwan dollar (NT$) experiences a sharp appreciation, concerns are mounting across Taiwan's export-driven industries. With tariffs already biting, industry insiders now warn of a second blow: the potential erosion of profits due to foreign exchange pressures. Adding to the anxiety is a surge of speculative capital inflows, raising fears of "vulture" investors manipulating currency trends.

As AI applications continue to proliferate, industrial PC (IPC) manufacturer Advantech will return to Computex in 2025 after a 12-year absence. CEO KC Liu emphasized that the company will invest in promoting AI within the industry through seminars, forums, and even live streaming, as well as work with various partners to build an industry ecosystem.

Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain beyond China amid rising trade tensions and highlights India's growing role in Apple's manufacturing strategy.

President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted by many as a bid to lure manufacturing back to American soil under the "Make America Great Again" banner, the tariff campaign has found early traction in the AI server industry.

Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities.

Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the upbeat quarter, the company warned of limited visibility in the second half due to unresolved tariff uncertainties. The growing contribution of new AIoT projects is helping strengthen its long-term growth outlook and improving margins.

Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership expands Dixon's footprint in high-growth segments, supporting the Make in India initiative through local manufacturing of notebooks, servers, desktops, and related components.

Foxconn is planning to invest in India through its subsidiary Yuzhan Technology to tap into the newly launched production-linked incentive (PLI) scheme for electronic components, according to The Economic Times, which cites sources familiar with the matter. This move comes amid industry speculation that other major players, such as Dixon Technologies and Tata Electronics, are also preparing to apply for the scheme.

Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence in China's high-end tech supply chain.