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Dec 5
Dixon Technologies set to enter global top 20 EMS/ODM rankings amid rapid growth
India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional and global supply chains. DIGITIMES' latest data for the third quarter of 2025 shows Dixon climbing to 22nd in global EMS/ODM revenue rankings, up from 31st in the first quarter of 2024, signaling an unprecedented growth trajectory.
According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with Foxconn (Hon Hai Precision) maintaining its position as the world's largest contract manufacturer in the third quarter of 2025, driven by growth in artificial intelligence (AI) and its close ties with Apple.
As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions that the industry is on a costly path that's difficult to recoup.
DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while Apple's impact became more pronounced starting in the second half.
OpenAI CEO Sam Altman has reportedly engaged in discussions to invest in or acquire Stoke Space, a rocket manufacturer, aiming to develop space-based data centers and compete with Elon Musk in the aerospace sector, The Wall Street Journal (WSJ) reported.
Eric Schmidt, former Google CEO, has warned that China may fall behind the US in artificial intelligence (AI) development due to restricted access to funding. Speaking at a Harvard Kennedy School forum, Schmidt argued that the market currently underestimates AI's potential economic impact and dismissed notions of an AI investment bubble.
India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.
Ritek revives growth by becoming an AI infrastructure dark horse
Dec 8, 08:05

Ritek Group CEO Wang Ting-chang said the group has long invested in AI-linked fields such as power, semiconductor materials, and packaging. Although invisible at the consumer end, Ritek has become an "invisible champion", supplying the tooling, materials, and power backup systems that underpin customers' AI deployment.

The market continues to place high expectations on humanoid robots, yet the sector remains far from real mass production despite its early commercialisation efforts. Analysts note that meaningful progress depends on advances in core intelligence, particularly the software functions acting as the robot's brain, centred on breakthroughs and deployment in vision technologies and multimodal large models.

China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation.
Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global supply of computing capacity may eventually exceed demand. Speaking in Shanghai, Ren also disclosed that Huawei has spent the last three years training more than 3,000 workers to support its advanced chip manufacturing operations as the company continues to navigate extensive US export restrictions.
The largest determining factor for whether AI compute can be industrialized and achieve commercial viability will depend on the deployment speed of edge AI and industrial IoT (IIoT) between 2026 and 2027. On December 2, 2025, industrial PC (IPC) companies Arbor Technology and Adlink Technology both highlighted in their earnings calls that AI will be a major driver of application growth, and 2026 is targeted as the year of operational breakout. Both companies are actively investing in high-end edge computing platforms and vertical-market applications.