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

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...

Monday 28 July 2025

Dixon Technologies gets Indian nod for JV with China-based Longcheer's unit

Dixon Technologies has received approval from India's Ministry of Electronics and Information Technology (MEITY) to set up a joint venture with Longcheer Intelligence. The clearance...

Monday 28 July 2025

India roundup: China's rare-earth export curbs hit India's EMS ambition

China's tighter rare earth export controls are disrupting Apple's plan to expand manufacturing in India as Dixon Technologies solidifies its status as the local largest mobile phone...

Monday 28 July 2025

Exclusive: Meta turns to China for a second shot at smartwatches

Meta Platforms Inc. is reportedly reviving its smartwatch project, potentially with a camera lens, timed with its Meta Connect conference on September 17-18 in the US. The smartwatch...

Friday 25 July 2025

Flex lifts full-year forecast on record 1Q25 profit, AI data center demand

Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence...

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