Core Viewpoint - Wistron (3231) Chairman Lin Hsien-Ming stated that the company's U.S. factory layout is proceeding as planned, without acceleration or slowdown, amidst the uncertainty surrounding U.S. tariffs [1] Group 1: U.S. Operations - Wistron is maintaining its U.S. factory plans, with production sites in Dallas and El Paso, Texas, and an existing factory in Mexico, indicating a strategic presence in the Americas [1] - The company has a factory in California that is positioned close to customers, allowing for product validation before shipping to the U.S. [1] Group 2: Tariff Concerns - The uncertainty regarding the semiconductor 232 clause is acknowledged, with Lin expressing concern over potential special treatment for the EU by the U.S. government [1] - Lin emphasized that the decision-making process regarding tariffs is still evolving, and there is no need for excessive panic, as Taiwanese companies have the capability to adapt quickly [1] Group 3: European Operations - Wistron already has operations in Europe, specifically in the Czech Republic, where the factory primarily handles final manufacturing and delivery, with the core technology not being based there [2] - The company recognizes the limitations of resources in Taiwan, particularly regarding the substantial power requirements for AI [2]