BTC $77,468.67 +1.82%
ETH $2,457.21 +2.92%
BNB $700.02 +2.26%
XRP $1.48 +2.92%
SOL $94.51 +2.52%
TRX $0.3442 +0.64%
DOGE $0.0916 +2.21%
ADA $0.2196 +2.06%
BCH $267.97 +0.84%
LINK $11.55 +2.98%
HYPE $79.70 +1.91%
AAVE $141.99 +16.34%
SUI $0.8212 +4.77%
XLM $0.1951 +3.30%
ZEC $843.07 +7.30%
BTC $77,468.67 +1.82%
ETH $2,457.21 +2.92%
BNB $700.02 +2.26%
XRP $1.48 +2.92%
SOL $94.51 +2.52%
TRX $0.3442 +0.64%
DOGE $0.0916 +2.21%
ADA $0.2196 +2.06%
BCH $267.97 +0.84%
LINK $11.55 +2.98%
HYPE $79.70 +1.91%
AAVE $141.99 +16.34%
SUI $0.8212 +4.77%
XLM $0.1951 +3.30%
ZEC $843.07 +7.30%

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first_img HP, ASUS, and Acer reduce production capacity in Southeast Asia, with the focus of notebook production returning to China

According to DIGITIMES, the NB supply chain has reported that brand manufacturers are significantly returning to production in China, with "returning to China for production" becoming a new trend. Brands such as HP, ASUS, and Acer have recently noticeably reduced their originally planned capacity shifts to Southeast Asia, with production focus returning to Chongqing or Kunshan in China, and increasing orders to Chinese ODM or EMS manufacturers and the proportion of private label products. This involves production lines at Quanta, Inventec's Thailand factories, and Compal, Wistron’s Vietnam factories, which may be affected by customer transfers. Lenovo, Dell, and Apple, on the other hand, remain relatively unchanged.The supply chain indicates that after the U.S. equivalent tariffs were ruled unconstitutional by the Supreme Court, the impact of substitute tariffs is smaller, and the production costs for NB in Southeast Asia are on average $9 higher per unit than in China. The gross profit margin for brand manufacturers per unit of NB is mostly between 3% to 10%. Based on a low-priced model with an average price of about $300, the $9 difference is close to or even exceeds their profit, resulting in unprofitable shipments. Local Chinese governments are also demanding increased production due to reduced tax revenues, or they will reclaim past subsidies, creating a pull for returning production.Relevant ODM personnel stated that they will respect customer decisions, and if they cannot take on a single product, they will shift production locally to servers and other product lines such as networking. Lenovo is more cautious due to its diversified layout, with limited relocation; Dell has not significantly returned due to the high proportion of U.S. government orders; Apple targets the high-end market and promotes automation, with the main reason for relocating MacBook production from Shanghai being the pandemic-related supply chain disruptions, and its plans in Vietnam remain unchanged to date.

SafePal updates on security incident progress: launching anti-phishing actions and will commission a third-party agency to review the order system

The cryptocurrency wallet project SafePal has released updates on the security incident, stating that it is continuously tracking phishing websites and impersonation accounts, and plans to introduce a professional anti-phishing security company to expedite the removal of malicious information to protect user asset security. SafePal mentioned that it is currently in the final selection process among four professional anti-phishing security companies, and once a partner is selected, it will further enhance the efficiency of handling threats such as counterfeit websites and scam accounts.The team is also continuously monitoring whether the affected data has been sold or made public, including channels such as dark web forums and trading markets. Once signs of data leakage are detected, affected users will receive risk alerts immediately. Regarding security audits, SafePal stated that it is in the final selection among three mature independent security institutions, which will conduct a comprehensive security review of the order system. Meanwhile, the team is reassessing the order and logistics processes to reduce the amount of data that needs to be stored in the initial phase of the system, thereby reducing potential risks from the source.For affected users, SafePal stated that it will continue to provide one-on-one assistance through official support channels and will keep updating the fraud protection page, providing updates on the incident, FAQs, and analysis of fraud cases. SafePal once again reminds users: the official will never ask users to provide their seed phrase. Users should not disclose their seed phrase to anyone, should not scan unknown QR codes or click on suspicious links, and should verify the source of information through official channels.
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