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NEWS TAGGED EMS WATCH
Wednesday 12 November 2025
Foxconn earnings preview: investors look for proof behind its AI and EV push
Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets...
Tuesday 11 November 2025
Stan Shih encourages entrepreneurial families for lasting legacy
Acer founder Stan Shih has been awarded the third K.T. Li Award. Shih said that when he first started his business, he wasn't thinking about making money; he only wanted to create...
Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
Tuesday 11 November 2025
India's major EMS provider weighs US production shift amid 50% tariff pressure
Bengaluru-based electronics manufacturing services provider Kaynes Technology is considering moving part of its production to North America as Indian exporters grapple with the US's...
Monday 10 November 2025
Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year...

Friday 7 November 2025
Foxconn partners with Mitsubishi Electric to develop global AI data center solutions
Amid soaring global demand for AI infrastructure, Foxconn announced on November 6 the signing of a memorandum of understanding (MOU) with Japan's Mitsubishi Electric to jointly deliver...
Friday 7 November 2025
LG Electronics reportedly eyes local manufacturing in India for capital goods
Korean multinational LG Electronics is reportedly expanding its footprint in India, with plans to supply locally manufactured equipment for Apple iPhone production and to establish...
Thursday 6 November 2025
LG eyes zero labor homes by 2030, cites robot operation as biggest hurdle
As AI technology evolves, robots are evolving from single-task specialized products to general-purpose machines capable of handling tasks in logistics, manufacturing, and around the...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Thursday 6 November 2025
Foxconn converts Sharp factory into AI server hub, courts Japan auto giants for EV collab
Taiwan's Foxconn plans to transform Sharp's Kameyama No. 2 factory in Mie Prefecture, Japan, into an AI server production facility, while also pursuing collaborations with Japan's...
Thursday 6 November 2025
ODMs slash non-China manufacturing targets to 40% as tariff eases
The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented...
Thursday 6 November 2025
Inventec notebook shipments fall 15.79% in October amid seasonal slowdown
Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...
Wednesday 5 November 2025
Supermicro reports lower quarterly sales but expects AI-driven rebound in December
Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong...
Tuesday 4 November 2025
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...
Tuesday 4 November 2025
Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal
Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum...