Every connection inside a modern data center – server to switch, switch to router, building to building, campus to long-haul fiber – runs through an optical transceiver. A single hyperscale facility can deploy 50,000 to 100,000 transceivers across its …
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China Manufacturing
Optical transceiver sourcing and tariff exposure: China concentration in data center interconnects
Section 301 tariffs on semiconductors: why country of origin follows the package, not the design
A 25% tariff on every integrated circuit imported from China sounds straightforward until you realize how many US-designed chips qualify as Chinese-origin under current trade rules. For fabless semiconductor companies – and for the OEMs buying their products – the …
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Semiconductor duty stacking: tracking tariff exposure when your chip crosses four borders
A single integrated circuit can cross four national borders between wafer start and delivery to your dock. Each crossing involves a different manufacturing stage, a different HTS classification, and potentially a different duty rate. For procurement teams managing semiconductor BOMs …
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USMCA rules of origin and automotive electronics: tariff implications for cross-border sourcing
Mexico is the default answer when North American automotive OEMs look for lower-cost electronics assembly. Labor costs are lower, the manufacturing infrastructure is mature, and USMCA promises duty-free treatment for qualifying goods crossing the US-Mexico border. The promise is …
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TAA Compliant nations influence EMS manufacturing supply chains and supplier selection
For some electronics equipment manufacturers, the costed bill-of-materials (BOM) is becoming less of a variable in their contract electronics manufacturing outsourcing program strategy. Ultimately, it comes down to total landed cost. But how do you know you are getting BOM …
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USA reshoring and near-shoring trend reveals importing more from these Asian nations over China
“China will soon account for less than 50 per cent of US imports from low-cost countries in Asia as Western firms shift supply chains out of mainland China”, according to Holger Zschäpitz author of ‘Schulden ohne Sühne?’ a book on …
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The Economic Times – The Morning Brief: Mark Zetter talks Apple, India, and China
Venture Outsource LLC management consultant Mark Zetter has been working with India’s electronics industry and Indian companies offering contract electronics services and design manufacturing (ESDM) services in India since 2002. In May of 2023 on a podcast produced by ‘The …
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The great shift: Apple’s exodus from China to India – Unveiling complexities of contract electronics manufacturing sourcing
Apple’s ambitious shift from China to India sparks a journey into complexities of contract electronics manufacturing. Explore challenges and opportunities that lie ahead in this groundbreaking endeavor.
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From China to…where? Apple’s struggle to relocate iPhone manufacturing supply chain
It is technically possible for Apple to shift iPhone production entirely out of China to another nation or combination of nations within a five-year timeframe, but it will be a highly complex and challenging process for a variety of …
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Apple shifts supply chain from China and impact on manufacturing industry
ManufacturingDive reached out to Venture Outsource management consultant Mark Zetter about Apple’s shifting China strategy and what it could mean for the manufacturing industry. Below is the full exchange that took place over email.
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