In today’s briefing:
- Taiwan Tech Weekly: Apple & Hon Hai Push for India Labor Changes, Singapore Heavily Courting TSMC
Taiwan Tech Weekly: Apple & Hon Hai Push for India Labor Changes, Singapore Heavily Courting TSMC
- Apple & Hon Hai are lobbying for easier labor laws in India, setting the ground for a major shift of production to the country.
- TSMC is being heavily courted by Singapore to set up a manufacturing facility in the city state.
- Hon Hai will report earnings this week. We are structurally long the company despite potential for weak 4Q numbers.
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