Core Viewpoint - Fubon Technology (300387) has confirmed that its overseas business operations are normal and that it has established a global supply chain resilience management mechanism to address potential risks [1] Group 1 - The company aims to enhance its risk resistance capabilities through diversified market strategies and localized operations [1] - Fubon Technology is focused on achieving balanced development between domestic and international businesses [1] - All information will be based on announcements published in legal information disclosure media [1]

Core Viewpoint - The recent reduction in tariffs between the US and China has led to a rebound in Chinese export orders, but many suppliers remain cautious and do not view this as a long-term solution to their challenges [1][3][20]. Group 1: Market Reactions - The US has reduced tariffs on Chinese goods from 145% to 30%, resulting in a swift recovery of foreign trade orders for Chinese suppliers [1]. - Despite the return of orders, suppliers like Mr. Mu express concerns about the volatility of the US market, fearing sudden changes in customer behavior [3]. - Suppliers are increasingly aware that reliance on a single market can be risky, prompting them to diversify their customer base [11][13]. Group 2: Supplier Challenges - Suppliers face additional pressures such as the "fentanyl tax," which further squeezes profit margins, leading to a challenging operational environment [5][7]. - Many suppliers have experienced a shift in customer loyalty, with US clients previously moving orders to Southeast Asia to avoid tariffs, only to return when tariffs eased [5][9]. - The relationship between Chinese suppliers and US clients is characterized by a mix of dependency and wariness, as suppliers fear being easily replaced [9][20]. Group 3: Strategic Shifts - Suppliers are beginning to explore domestic markets as a more stable alternative to foreign markets, recognizing the risks associated with international trade [13][14]. - There is a growing trend among suppliers to invest in their own brands and innovative technologies to enhance competitiveness and reduce dependency on external markets [19][20]. - The recent tariff changes have prompted a strategic transformation among Chinese suppliers, who are now more proactive in seeking opportunities and improving their operational efficiency [20][22].