Taiwanese electronics manufacturing giant Pegatron Corp. $4938.TW, a key supplier to Apple Inc. $AAPL and Dell Technologies Inc. $DELL, is nearing a final decision on a strategic expansion into the United States. At its annual shareholder meeting on Friday, CEO Kuan-Chi Cheng confirmed that the company is in the final evaluation phase of building a manufacturing facility in the U.S., with a formal announcement expected within weeks.

Apple Inc. $AAPL is doubling down on its production shift outside of China, with a new iPhone manufacturing plant now operational in southern India and another scheduled to begin shipments in May. This strategic expansion reflects Apple's ongoing effort to mitigate geopolitical risks, diversify its supply base, and reduce dependence on its long-standing Chinese manufacturing ecosystem.

Pegatron Corp. $4938.TW, a key manufacturing partner for global technology giants Apple Inc. $AAPL and Dell Technologies Inc. $DELL, has raised alarms over the growing confusion among American clients caused by shifting U.S. trade policies. The ongoing uncertainty surrounding tariffs under President Donald Trump’s administration is now threatening to disrupt the steady supply of consumer electronics into the United States.

Taiwan-based Pegatron Corp. $4938.TW, a critical supplier to Apple Inc. $AAPL and Dell Technologies Inc. $DELL, has raised concerns over mounting disruptions in the U.S. electronics market caused by shifting tariff policies under former President Donald Trump. According to Pegatron’s Chairman T.H. Tung, inconsistent tariff implementations are confusing American clients and threatening to trigger shortages in consumer electronics across the United States.