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 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...

Tuesday 27 May 2025

iPhone supply chain holds breath for Trump's 25% tariff threats

US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns...

Monday 26 May 2025

China's export controls on advanced equipment disrupt global manufacturing expansion

As geopolitical tensions continue to reshape global supply chains, manufacturers expanding production overseas are facing fresh hurdles due to China's tighter export controls on advanced...

Monday 26 May 2025

India roundup: Taiwan-India silicon ties and the global chip chessboard

Taiwan and India are deepening their industrial ties as Foxconn, Inventec, Phison, and Sino-American Silicon expand their India investments; however, TSMC had previously turned down...

Friday 23 May 2025

Luxshare makes Suzhou epicenter of its US$4.2B push into acoustics, robotics, and wearable tech

Following a high-profile signing in February, Luxshare Precision has launched the next phase of its major project in Kunshan, Suzhou...

Friday 23 May 2025

Foxtron charts five-year path to profit with global EV, CDMS rollout

Foxtron Inc., the electric vehicle (EV) joint venture between Foxconn and Yulon, held its annual general meeting on May 23, led by Chairman Young Liu. Liu emphasized that Foxtron's...

Friday 23 May 2025

What does Foxconn’s chip bet in France mean for Europe’s tech future?

Foxconn, the world's largest electronics manufacturing services provider, has partnered with French defence and aerospace group Thales to establish a EUR250 million (US$272 million)...

Friday 23 May 2025

Jabil and AVL deal to develop next-gen vehicle electronics

On May 21, Jabil, a global manufacturing solutions provider for the automotive industry, announced that it has signed a memorandum of...

Friday 23 May 2025

Nvidia calls robots next trillion-dollar play; Foxconn, Pegatron answer

Nvidia CEO Jensen Huang has positioned humanoid robots as the next multi-trillion-dollar industry. While the US, China, and Europe are racing ahead with development, and Japan begins...

Friday 23 May 2025

Taiwan leads liquid cooling leap at Computex 2025

Computex 2025 closed on a high note, marked by a substantial uptick in attendees, exhibitors, and product launches. A major highlight of this year's event was the evolution of thermal...

Thursday 22 May 2025

Inventec expands in Texas and Thailand to meet growing AI server demand

Taiwan-based Inventec is ramping up its global production capabilities in response to rising geopolitical risks and growing demand for AI servers. The company is expanding its manufacturing...

Thursday 22 May 2025

Foxconn taps Africa, unveils AI care tech at GTC

Foxconn is accelerating its entry into the digital health sector, unveiling a series of AI-driven healthcare solutions at the 2025 GTC Taipei. Key announcements included the launch...

Thursday 22 May 2025

Foxconn's Karnataka plant to begin shipping iPhones in June

According to Mint, citing M B Patil, Cabinet Minister for Large & Medium Industries and Infrastructure Development in Government of Karnataka, confirmed on X that Foxconn's...

Wednesday 21 May 2025

Dixon deepens component play, eyes revenue boost from Inventec JV

Dixon Technologies is scaling long-term growth through deeper component integration and a strategic joint venture (JV) with Inventec, targeting INR20 billion (US$233.7 million) revenue...

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