Following the conclusion of the Taiwan-US tariff framework, industry attention centers on how Foxconn (Hon Hai Precision), a leading electronics manufacturer, will recalibrate its operations and strategy. Despite Foxconn’s lack of an official statement, experts note that the company typically maintains a cautious stance on major trade policy changes, awaiting comprehensive details and execution guidelines before announcing its corporate responses.

The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging: high-end electronic-grade glass fiber cloth, a core reinforcement material used in chip substrates and printed circuit boards (PCBs).

Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are expected to weigh on overall end-market demand. The surface-mount technology provider said it remains cautious on consumer electronics while seeing clearer growth momentum in DRAM modules and automotive applications in 2026.