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North American EMS firms gain new influence as AI transforms the industry

Chia-Han Lee

Chia-Han Lee

, Taipei

Dec 5, 2025, 07:53 0

With third-quarter 2025 earnings now in, DIGITIMES' latest global EMS/ODM rankings point to a turning of the tide: generative AI is triggering a structural shift that is reshaping the balance of power across the global electronics manufacturing supply chain.

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