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

Tuesday 20 May 2025

Foxconn injects US$1.5 billion into Indian subsidiary amid Apple diversification

Foxconn Singapore Pte Ltd, a subsidiary of Foxconn, has announced a capital injection into its Indian subsidiary, Yuzhan Technology (India) Private Limited, as part of a long-term...

Tuesday 20 May 2025

Computex 2025: Pegatron flexes liquid-cooled GPU racks built for AI data center era

Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex...

Monday 19 May 2025

India roundup: Made in US, China, or India? Global supply tug-of-war deepens

As Apple expands in India and Trump pushes for US production, a global tug-of-war over manufacturing and supply chains underscores the...

Saturday 17 May 2025

Wistron warns US tariffs complicate global trade, urges realistic job expectations

Wistron chairman Simon Lin remarked that the US tariff policies have complicated the business environment, ending the era of harmonious global trade. He urged business leaders to...

Friday 16 May 2025

Wistron sees strong AI server demand; tariff risks cloud notebook outlook

Wistron president and CEO Jeff Lin addressed rising tariff concerns and shifting production strategies at the company's annual shareholders' meeting on May 16, 2025, highlighting...

Friday 16 May 2025

Pegatron expands comms and auto electronics in India after iPhone business sale

Pegatron Corp, formerly a key iPhone assembler in India, is redirecting its strategic focus in the country with a fresh investment into its wholly owned subsidiary. Following the...

Friday 16 May 2025

Foxconn’s Liu takes TEEMA helm, plots Taiwan’s global tech push

The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) held its 27th term first member meeting on May 15, re-electing board directors and supervisors and appointing...

Thursday 15 May 2025

Getac unveils rugged AI PC meeting Microsoft Azure standards, to launch in 3Q25

Getac Technology, a subsidiary of Getac Holdings, has unveiled the world's first rugged AI PC that meets Microsoft Azure's AI PC standards. The flagship model, B360 Plus, features...

Thursday 15 May 2025

Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities

AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply...

Thursday 15 May 2025

GB300 leads AI server showcase at Computex 2025

AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow...

Thursday 15 May 2025

Venture Corp reports 7.5% revenue drop in 1Q25 on weaker consumer tech demand

Venture Corp reported declining revenue in the first quarter, as improved product durability in its Lifestyle Consumer segment curbed replacement demand. Despite the dip, the Singapore-based...

Thursday 15 May 2025

Chips made in India: HCL-Foxconn semiconductor venture in Uttar Pradesh approved

India finally approved the chipmaking facility proposed by a joint venture between HCL and Foxconn, which will be the first such facility in Uttar Pradesh, as Foxconn continues to...

Thursday 15 May 2025

Pegatron reports strong profit growth driven by non-operating income and automotive electronics

On May 14, Pegatron announced its financial results for the first quarter of 2025, showcasing robust net profit growth despite a decline in core business performance. Fueled by strong...

Thursday 15 May 2025

Foxconn eyes Japan with Mitsubishi EV deal, SiC chip ramp-up

During an earnings call on May 14, Foxconn unveiled updates on its electric vehicle (EV) strategy, semiconductor ambitions, and new partnerships.

Thursday 15 May 2025

Foxconn sees 3% revenue drop for every NT$ gain

At a recent earnings call, Foxconn chairman Young Liu acknowledged that tariffs and exchange rate fluctuations are posing mounting challenges to global supply chains and expansion...

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