Decoupling from China and local policies drive Taiwan and South Korea battery firms to seize SEA opportunities

Amid geopolitical tensions, tariff adjustments, and regulatory pressures from the US, battery supply chain players state that Southeast Asian customers are reducing their reliance on Chinese-made batteries. Instead, they are seeking alternatives from South Korea, Taiwan, and other regions, fueling a new wave of business opportunities for companies like Samsung SDI and Formosa Smart Energy.

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China launches ‘human wave strategy’ for R&D, poaching top-level South Korean scholars

Reports indicate that many outstanding South Korean research scholars have been moving to Chinese universities. These experts hold world-class authority in foundational fields of cutting-edge technologies such as semiconductors, batteries, and quantum computing—areas marked by intense global competition. It signals that, amid escalating US-China rivalry for advanced technology supremacy, China is actively recruiting top South Korean talent to accelerate its R&D efforts.

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Sanmina reports strong second-quarter earnings, raises confidence in 2025 growth outlook

Sanmina Corporation, a leading provider of integrated manufacturing solutions, serves a diverse range of industries through its global manufacturing footprint, including communications, defense, medical, and industrial markets. The company posted strong financial results for its fiscal second quarter ended March 29, 2025, citing robust operational execution and resilient customer demand amid global uncertainty.

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Inventec to invest up to US$85 million in Texas facility; joins wave of US expansions for Taiwanese ODMs

Taiwanese electronics maker Inventec announced on April 28 that its board of directors has approved an investment plan of up to US$85 million to establish a manufacturing facility in Texas, marking the latest move by a major original design manufacturer (ODM) to expand US operations. The investment follows similar commitments by fellow Taiwanese ODM giants Foxconn, Wistron, and Wiwynn.

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China’s export barriers throttle Trump tariff-driven global supply chain exodus

President Donald Trump’s renewed tariff policies have pushed US-China trade tensions to an all-time high. As a result, global supply chains are scrambling to speed up production line relocations, coming face to face with logistical hurdles and China’s tightened export controls in its process. The global push for regional manufacturing is reshaping supply chain strategies, however, uncertainties and equipment sourcing challenges further complicate the transition.

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DeepSeek returns to South Korea, challenges local AI giants despite privacy concerns

Reuters reports that DeepSeek, a Chinese generative artificial intelligence firm previously embroiled in controversy over excessive personal data collection, has partially adopted South Korea’s regulatory recommendations. After a two-month suspension of new downloads, the company has reinstated its services, allowing South Korean users to once again access DeepSeek via app stores. Observers note that DeepSeek’s return poses competitive challenges to domestic firms as US tech giants intensify efforts to capture market share in South Korea.

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