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!

Subscribe Now

IN THE NEWS

Thursday 8 May 2025

Inventec sees record April sales due to pull-ins ahead of tariff

Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise...

Wednesday 7 May 2025

Pegatron ramps up 5G O-Ran strategy in SEA to navigate market shifts and expand telecom infrastructure

In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they...

Wednesday 7 May 2025

Strong NT dollar spurs capital inflows, but 'they’re just migratory birds,' says Pegatron chair

As the New Taiwan dollar (NT$) experiences a sharp appreciation, concerns are mounting across Taiwan's export-driven industries. With tariffs already biting, industry insiders now...

Wednesday 7 May 2025

Advantech set to return to Computex under new AI vision

As AI applications continue to proliferate, industrial PC (IPC) manufacturer Advantech will return to Computex in 2025 after a 12-year absence. CEO KC Liu emphasized that the company...

Tuesday 6 May 2025

TPV Technology stumbles through 2024, sinks deeper in 1Q25: profit vanishes, debt balloons

TPV Technology, a key global display manufacturer, delivered flat revenue growth in 2024 but faced a sharp earnings decline. Its first-quarter...

Tuesday 6 May 2025

Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation

Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain...

Monday 5 May 2025

Texas emerges as key battleground in AI server race with US tariff push

President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...

Monday 5 May 2025

India roundup: Most iPhones sold in US will be made in India

Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities...

Saturday 3 May 2025

Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists

Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the...

Friday 2 May 2025

Dixon Technologies, Inventec form joint venture to manufacture PCs and servers in India

Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership...

Thursday 1 May 2025

Flex debuts high-powered liquid cooling system for AI-driven data centers

As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has...

Wednesday 30 April 2025

Foxconn reportedly eyes India's new PLI scheme amid soaring local growth as Tata begins iPhone production at new plant

Foxconn is planning to invest in India through its subsidiary Yuzhan Technology to tap into the newly launched production-linked incentive (PLI) scheme for electronic components,...

Wednesday 30 April 2025

Apple's Chinese supplier Luxshare hits US$37 billion milestone, breaks iPhone dependency

Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence...

Wednesday 30 April 2025

Made in America, delayed by parts

Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...

Tuesday 29 April 2025

India-based Optiemus and Taiwanese Avix team up to advance make-in-India drone technology

According to Daiji World, Optiemus Unmanned Systems (OUS), a division of Optiemus Infracom, has joined forces with Taiwan-based Avix Technology to co-develop and manufacture...

3/9 pages