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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.

    DIGITMES Asia provides basic users with unlimited access to toll-free articles. Sign up for free subscription now to continue your reading!

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    IN THE NEWS
    Monday 24 November 2025
    Foxconn’s new “3+3+3” bet: can an AI makeover rewrite its future?
    At its Hon Hai Tech Day (HHTD) held in Nangang, Taipei, Hon Hai (Foxconn) outlined its strategic transformation through chairman Young Liu's remarks and technology showcases. The...
    Monday 24 November 2025
    India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

    Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs...

    Friday 21 November 2025
    Hon Hai Tech Day focuses on AI and quantum collaborations with IBM
    Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of...
    Friday 21 November 2025
    Foxconn moves past the 'assembler' label with a deep dive into its integrated manufacturing stack
    Hon Hai Tech Day (HHTD) opened on November 21, 2025, with founder Terry Guo present, as chairman Young Liu again rejected the long-held view that Foxconn is only a contract assembler...
    Friday 21 November 2025
    Foxconn to unveil new tech and products at sixth annual Hon Hai Tech Day
    Foxconn Technology Group is expected to showcase its latest innovations and strategic developments during the sixth annual Hon Hai Tech Day, starting on November 21. The event will...
    Friday 21 November 2025
    Foxconn highlights tech transformation Tech Day as Terry Gou swings by
    At its 2025 Hon Hai Tech Day event held on November 21, 2025, Foxconn emphasized its strategic transformation from a system assembler to a deeply integrated technology company. Founder...
    Friday 21 November 2025
    Pegatron secures new AI orders amid intensifying competition for server capacity
    The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to...
    Friday 21 November 2025
    Foxconn and Intrinsic form joint venture to advance AI-driven intelligent factories
    Foxconn has announced a joint venture with Intrinsic, an AI robotics software company founded by Alphabet, aiming to develop intelligent factory solutions that enhance manufacturing...
    Friday 21 November 2025
    Foxconn outlines battery strategy as part of long-term industrial expansion
    Foxconn is accelerating its push into electric vehicles and energy storage batteries, launching its Foxtron plant in Kaohsiung and investing in talent, automation, and supply chain...
    Tuesday 18 November 2025
    India approves 17 ECMS projects worth US$810 million to boost component manufacturing
    India has approved a second tranche of 17 projects under the Electronics Component Manufacturing Scheme (ECMS), authorizing investments worth INR71.72 billion (US$810 million) and...
    Monday 17 November 2025
    India roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
    Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies' EMS business faces uncertainties due to US tariffs.
    Friday 14 November 2025
    Syrma SGS invests in India's largest PCB facility, eyes local laptop motherboard production
    India-based EMS provider Syrma SGS is investing INR15.95 billion (approx. US$180 million) to set up a plant near Naidupeta, Andhra Pradesh. The facility is expected to create over...
    Thursday 13 November 2025
    Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
    Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
    Thursday 13 November 2025
    Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance
    Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company...
    Thursday 13 November 2025
    Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026
    Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...
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