To mitigate the effects of the US-China trade war, Avita invested NT$300 million in a new production facility in Thailand, scheduled for mass production in March 2026. At full capacity, the plant is expected to effectively double the company's revenue.

Strategic Advantages:

• Supply Chain Diversification: US-based "Customer B" plans to shift its fulfillment to the Thailand plant in 2026 to de-risk its supply chain. Avita is also actively courting large North American OEMs whose current suppliers lack manufacturing bases outside of China.
• Tariff Resolution: The Thailand facility provides a "Plan B" for Japanese clients struggling with US tariffs on Chinese-made goods, with positive financial contributions expected to begin in 2027.
• Financial Health: The NT$300 million investment is nearly fully contracted and will be paid in installments. The company reports a robust cash position and no further plans for large-scale capital expenditure or fundraising in the next two years.

Chairman Chuang Ming-hui emphasized that with inventory digestion complete and a "third-country" production advantage, Avita has exited its operational slump, targeting simultaneous growth in revenue and profit while maintaining gross margins above 30%.

Resource: 豪展泰國新廠明年3月量產，營運成長添利器