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    OpenAI's multi-year GPU deal with AMD intensifies AI hardware infrastructure expansion
    Oct 7, 18:55
    The rising concerns surrounding AMD's alliance with OpenAI
    Oct 7, 18:55
    China accelerates DUV lithography breakthroughs with patent and testing
    Oct 7, 18:55
    YMTC's bonding advancment aims to disrupt HBM market
    Oct 7, 18:55
    OpenAI's key partnerships and investments face critical year end test
    Oct 7, 18:55
    Taiwan IPC makers accelerate North American capacity amid edge AI demand
    Oct 7, 18:55
    NEWS TAGGED EMS WATCH
    Monday 4 August 2025
    AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities
    Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced...
    Monday 4 August 2025
    Trump locks in tariffs as allies scramble for relief, China talks stall at 'halfway'

    US Trade Representative Jamieson Greer stated that President Donald Trump's newly introduced "reciprocal tariffs" are effectively locked...

    Monday 4 August 2025
    Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
    Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...
    Monday 4 August 2025
    India roundup: Trump's 25% tariff jolts Apple
    Trump imposed a 25% tariff on India, one of the highest rates among US trading partners, an unwelcome development for Apple and Foxconn as they expand investments in the country.
    Friday 1 August 2025
    Pegatron chair confident Taiwan tech sector can weather 20% US tariffs
    The US has imposed a 20% tariff on imports from Taiwan, though Taiwanese President William Lai has said the rate is temporary as talks continue. Pegatron chairman T.H. Tung remains...
    Thursday 31 July 2025
    Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers
    The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...
    Wednesday 30 July 2025
    Huaqin joins Nexchip board with 6% stake purchase from Powerchip
    Nexchip Semiconductor said on July 29 that major shareholder Powerchip Innovation Investment Holdings will transfer a 6% stake — equal to 120,368,109 shares — to Huaqin...
    Wednesday 30 July 2025
    Wistron has no EMS plans for Telangana, focus remains on service operations in India
    India's Economic Times reports that Wistron Group plans to invest about INR10 billion (US$115.30 million) to establish an electronics manufacturing plant in Telangana, targeting...
    Wednesday 30 July 2025
    Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain
    Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...
    Wednesday 30 July 2025
    Foxconn and Teco Electric suspend trading amid speculation of major cooperation
    On July 29, Foxconn announced the suspension of its common shares and associated warrants, effective from July 30, pending the disclosure of significant information. Teco Electric...
    Tuesday 29 July 2025
    Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

    Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

    Tuesday 29 July 2025
    Sanmina beats Q3 estimates on AI, cloud demand; Eyes $6 billion boost from ZT deal
    Sanmina reported fiscal third quarter 2025 results that beat Wall Street expectations on both revenue and profitability, fueled by strong performance across all major end markets...
    Tuesday 29 July 2025
    Foxconn expands global footprint in Vietnam, India, and Mexico as China production assets decline
    Foxconn has increased its investment in two US-based electric vehicle units as part of a long-term strategy to expand its global manufacturing footprint amid shifting geopolitical...
    Monday 28 July 2025
    Jabil's Sanand plant nears completion amid manufacturing expansion
    US-based electronics manufacturer Jabil is close to completing its new plant in Sanand, Gujarat, Union Minister of Electronics and IT Ashwini Vaishnaw confirmed on X on July 26, 2025...
    Monday 28 July 2025
    Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
    While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
    6/20 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Wednesday 1 October 2025
    Wise Integration Launches First Digital Controller, WiseWare 1.1, for GaN Totem Pole PFC with High Switching Frequency Up to 2 MHz
    Wednesday 1 October 2025
    AI Applications, Innovation Empowered! The Fourth GMIF2025 Innovation Summit Successfully Concluded
    Wednesday 1 October 2025
    Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
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