EMS Watch

Tracking the shifts and strategies of global EMS firms amid evolving supply chains.

"EMS Watch" is a series of articles that analyze the dynamic landscape of global EMS and ODM firms, diving deep into ranking changes, strategic positioning, and their critical role in enabling AI servers, XR/MR devices, and next-generation technologies beyond semiconductors.

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IN THE NEWS

Monday 9 June 2025

Chinese controls on rare earth to have limited impact on 2H25 shipments, says Pegatron

The Chinese government has been using controls on rare earth metals as a weapon amid the ongoing US-China tariff war. In April, Beijing imposed export controls on seven medium to...

Monday 9 June 2025

Taiwan EMS giants deepen smart healthcare push with AI

With AI transforming industries worldwide, major Taiwanese firms such as Foxconn, Quanta, and Inventec are accelerating their efforts in smart healthcare, recognizing its synergy...

Monday 9 June 2025

Inventec forecasts server-led expansion with tepid notebook outlook

Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the...

Monday 9 June 2025

India roundup: Ex-TI, Intel, AMD execs launch AI chip startups in India

Besides chipmaking, India is actively advancing its IC design capabilities. Apple continues to expand Tata Electronics' role in its global diversification push.

Friday 6 June 2025

Flex partners with MIT to advance the future of US manufacturing

Global manufacturing and supply chain solutions provider Flex announced on June 5 a strategic collaboration with the Massachusetts Institute...

Friday 6 June 2025

Foxconn posts NT$615.7 billion in May revenue amid currency headwinds; YoY growth fueled by AI demand

Foxconn reported consolidated revenue of NT$615.745 billion (US$20.55 billion) for May 2025, marking a 3.99% decline compared to April. However, when measured in US dollars, the company...

Friday 6 June 2025

Apple reportedly brings Tata on board for iPhone and MacBook repairs in India as Wistron exits

Reuters, citing unnamed sources, reported that Apple has entrusted Tata Group with handling after-sales repairs for iPhones and MacBooks in India, marking a significant expansion...

Thursday 5 June 2025

Philippines-based IMI divests Czech unit for EUR10 million as part of restructuring

Integrated Micro-Electronics Inc. (IMI), a Philippines-based EMS provider, has agreed to sell its subsidiary in the Czech Republic to KEBODA Deutschland GmbH & Co. KG for a total...

Thursday 5 June 2025

Chinese firms brush off US tariff risks with domestic confidence

When US President Donald Trump took aim at China with record tariffs, the country's firms shrugged it off. Corporate China has since gone out of its way to assuage investors and tout...

Wednesday 4 June 2025

Kinpo Group sees steady growth, eyes AI and global expansion despite uncerntainty

Despite persistent global political and economic uncertainties, Kinpo Group remains on a steady growth path, driven by product innovation, customer diversification, and regional manufacturing...

Tuesday 3 June 2025

Kinpo charts Middle East expansion, but without a factory

As Middle Eastern nations accelerate economic diversification efforts, global attention is turning to the region's rising profile as...

Tuesday 3 June 2025

Zhen Ding sees tariff risk as minimal, but braces for forex losses

Zhen Ding Technology, the world's leading printed circuit board (PCB) manufacturer, held its 2025 annual shareholders' meeting on May...

Friday 30 May 2025

Foxconn's Young Liu wants to export more than iPhones

Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers'...

Thursday 29 May 2025

Foxconn chief highlights greater challenge than tariffs

US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model...

Tuesday 27 May 2025

Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production

US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already...

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