As Apple expands in India and Trump pushes for US production, a global tug-of-war over manufacturing and supply chains underscores the shifting dynamics between India, China, and the US.
As President Donald Trump’s auto tariff policy begins to take effect—levying duties on foreign-made vehicles and parts while exempting Canadian and Mexican imports—the market is already showing signs of strain.
Display driver IC design company Ilitek has officially launched the integration of MediaTek’s TCON business, a strategic acquisition that is expected to contribute immediately to revenue and gradually transform its product portfolio and market positioning.
GlobalWafers, the Taiwan-based semiconductor materials giant, officially opened its new US$3.5 billion manufacturing facility in Sherman, Texas, on May 16. Chairperson Doris Hsu marked the occasion by also announcing plans for an additional US$4 billion expansion, which would bring the company’s total investment in the US to US$7.5 billion.
Jensen Huang, CEO of Nvidia, continued his closely watched Taiwan visit with a high-profile gathering of semiconductor and electronics leaders on May 17, following a private dinner the night before with TSMC Chairman C.C. Wei and senior executives. Attendees included some of the most influential names in the region’s supply chain: MediaTek CEO Rick Tsai, Quanta Chairman Barry Lam, Wistron Chairman Simon Lin, and Asus Chairman Jonney Shih.
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