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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
Thursday 28 August 2025
Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits...

Thursday 28 August 2025
Taiwanese tech firms, led by TSMC, pursue global investments to enhance operations and manage currency risks
The Department of Investment Review within Taiwan's Ministry of Economic Affairs (MOEA) has approved five investments by Taiwanese technology firms involving overseas capital injections...
Wednesday 27 August 2025
Pegatron launches high-performance servers with Nvidia RTX PRO 6000 GPUs for AI and enterprise applications
Pegatron unveiled two new server platforms, AS205-2T1 and AS400-2A1, featuring Nvidia RTX PRO 6000 Blackwell Server Edition GPUs. These servers target enhanced performance in AI inference,...
Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time...

Tuesday 26 August 2025
Taiwan's Chelic eyes role in humanoid robots with multi-functional hands
Taiwan Chelic, a pneumatic components maker, is positioning itself as a new entrant in Taiwan's humanoid robot supply chain with its in-house development of a bionic hand, which has...
Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...
Tuesday 26 August 2025
China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q
Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy....
Tuesday 26 August 2025
Apple supplier Goertek pivots for AI+AR era with strategic optics push
Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing...
Tuesday 26 August 2025
Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity
As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports...
Monday 25 August 2025
China's top smartphone ODM plans HK IPO after doubling 1H25 revenue
Huaqin Technology, a leading global intelligent hardware platform company, announced on August 22, 2025, that it will issue H-shares and seek a main board listing on the Hong Kong...
Monday 25 August 2025
AI glass race intensifies: Sunny Optical trades tech for equity in Goertek
Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move...
Monday 25 August 2025
India roundup: iPhone production begins in India
Apple is rumored to begin iPhone 17 production in India; meanwhile, Dixon and Tata are stepping up their display and semiconductor ventures.
Friday 22 August 2025
Goertek's CNY1.42B half-year profit defies consumer tech weakness

Goertek Inc. posted a 15% increase in first-half 2025 net income to CNY1.42 billion, even as revenue fell 7% to CNY37.55 billion. The...

Friday 22 August 2025
Foxconn reportedly recalls 300 Chinese engineers from India, appoints Robert Wu as new India Representative
Foxconn subsidiary Yuzhan Technology has recalled roughly 300 Chinese engineers from its India facility, marking the second such instance in recent months, sources told the Economic...
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...