➀ The Chinese government pressured Foxconn to withdraw 300 engineers from its Indian factories and cancel plans to send 60 more, replacing them with Taiwanese engineers;
➁ This is part of Beijing's strategy to hinder Apple's shift of iPhone assembly from China to India and slow down manufacturing diversification;
➂ China aims to restrict the export of technical expertise, skilled personnel, and equipment to maintain its manufacturing dominance.
➀ Foxconn is reportedly bidding for Singapore-based UTAC to expand chip packaging capabilities, with a potential $3 billion deal;
➁ UK startup SCI Semiconductor raised £2.5M to develop CHERI-based secure microcontrollers, planning to expand its team in Sheffield;
➂ Nvidia partnered with Texas Instruments for 800Vdc data centers to enhance AI processor power efficiency, while Renesas abandoned SiC market plans due to Wolfspeed’s instability, and Dyson launched a slim vacuum cleaner with improved hair-cleaning features.
➀ Foxconn is reportedly bidding to acquire Singapore-based semiconductor test and assembly company UTAC, owned by China's Wise Road Capital, for up to $3 billion;
➁ UTAC operates facilities in Singapore, China, Indonesia, and Thailand, with annual EBITDA estimated at $300 million;
➂ Foxconn is expanding globally, including a $433 million India JV with HCL Technologies and discussions for a €250 million packaging plant in France with Radiall and Thales.
➀ Foxconn and NVIDIA are partnering to deploy an 'AI factory supercomputer' in Taiwan, in collaboration with the Taiwan government.
➁ The system will feature 10,000 GPUs based on NVIDIA's Blackwell architecture.
➂ The goal is to accelerate automation and efficiency across various key segments, including smart cities, electric vehicles, and manufacturing.
➀ Apple preemptively shipped five planeloads of iPhones, PCs, and other devices from India to the U.S. in late March to avoid paying 10% import duty in the U.S. and to stabilize prices temporarily in America.
➁ This move gives Apple an inventory buffer in its largest market, allowing it to assess the impact of new tariffs on its supply chain without urgency.
➂ Apple's manufacturing base spans several countries, with some models produced in India and others in China, Vietnam, and Texas.
➀ Foxconn's Chairman Young Liu claims that the Trump administration's tariff strategy is causing a 'big headache' for the company's largest tech partners.
➁ Liu discusses the impact of the U.S. government's recent trend of rapid declaration and rescinding of tariffs on Foxconn's business.
➂ The article explores how the unpredictability of the U.S. government's tariffs is affecting the tech industry and Foxconn's manufacturing plans.
➀ Nissan and Honda have suspended their merger talks;
➁ The talks failed to agree on valuations and Honda's desire for Nissan to become a subsidiary;
➂ The MoU aimed to establish a joint holding company by August 26th, but has now been scrapped.
➀ HP's servers are experiencing a surge in sales due to the adoption of NVIDIA's 'world's strongest AI chip', the GB200;
➁ Major cloud service providers like Microsoft and Meta are actively introducing GB200 and expanding their purchases of the higher-end NVL72 cabinets;
➂ Foxconn, as the exclusive supplier of GB200 and NVL72 cabinets, is seeing a flood of orders and a significant boost in server business.
