Thailand’s 70% local hiring rule challenges Taiwanese PCB expansion

Taiwanese PCB manufacturers expanding in Thailand face a challenge as new government rules require foreign-invested firms to have at least 70% local employees and no more than 30% foreigners, especially at mid- and senior levels. This policy, meant to boost local workforce development, may complicate hiring as companies ramp up production in the second half of 2025.

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Samsung pitches 12-stack HBM3E to Nvidia after AMD’s AI accelerator win

Samsung Electronics is intensifying its push to secure a major HBM3E supply deal with Nvidia, as Device Solutions chief Jun Young-hyun visited Nvidia’s Silicon Valley headquarters in late June 2025. It was Jun’s second visit in under two months — following a May 2025 trip — according to semiconductor expert Jukan Choi (@Jukanlosreve on X). The trip reflects Samsung’s growing confidence, bolstered by its recent success in supplying 12-stack HBM3E to AMD for its latest AI accelerators.

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Taiwanese IC packaging and testing advances into Malaysia for auto and robotics

Since US President Donald Trump championed the “Made in America” initiative, technological competition between the US and China has intensified, rapidly escalating global geopolitical risks. Overseas customers have successively adopted “non-China” and “non-Taiwan” manufacturing policies, driving a new wave of semiconductor supply chain restructuring. The future division of regional manufacturing roles is becoming increasingly clear.

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Production for iPhone 17 OLED begins; Korean display manufacturers cautious with orders due to Trump storm

South Korea’s leading display manufacturers have officially begun production of OLED panels for Apple’s upcoming iPhone 17, according to industry sources. While Samsung Display (SDC) and LG Display (LGD) have secured the initial batch of orders, the total volume appears to be lower than that for the iPhone 16, reflecting geopolitical and economic uncertainties.

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