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

Wednesday 31 December 2025

Top tech topics in 2025 (2): turbulent year for end-device and downstream applications

2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global...

Tuesday 30 December 2025

Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors

As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an...

Monday 29 December 2025

Tariff wars and AI demand reshape electronics supply chain structure in 2025

In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling...

Monday 29 December 2025

India roundup: Foxconn brings China strategy to India as Japan firms deepen chip ties

Japanese firms like Rohm and AOI Electronics built partnerships with Indian partners. Foxconn is mimicking its strategy in China, setting up a factory city in India.

Friday 26 December 2025

AI data center boom deepens reliance on Chinese components despite supply chain shifts

Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...

Wednesday 24 December 2025

Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns

In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations...

Tuesday 23 December 2025

Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

Tuesday 23 December 2025

Foxconn brings China factory city playbook to India with massive iPhone expansion

Taiwan's Hon Hai Precision Industry Co, better known as Foxconn, is rapidly expanding its manufacturing footprint in India, hiring tens of thousands of workers at a new iPhone plant...

Monday 22 December 2025

Wistron invests US$683M to expand AI server capacity, backs US cloud startup

Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and...

Monday 22 December 2025

India roundup: India expands semiconductor sector through acquisitions and global partnerships

India is bolstering its semiconductor ecosystem through strategic overseas acquisitions, potential integration into Apple's supply chain, and specialized domestic manufacturing, while...

Friday 19 December 2025

Tata Group invests additional US$170M in Tata Electronics to expand iPhone production and semiconductor capacity

Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary...

Thursday 18 December 2025

Cyient Semiconductors to acquire majority stake in Kinetic Technologies for US$93 million

Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company Kinetic...

Thursday 18 December 2025

Manufacturing giant Jabil signals confidence with higher targets for 2026

Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that...

Tuesday 16 December 2025

Luxshare steps up diversification drive as Apple reliance shows signs of easing

Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment...

Tuesday 16 December 2025

Foxconn's US$174M Kentucky plant seen as unlikely to serve Apple production lines

Foxconn plans to expand its US manufacturing footprint with an investment of about US$174 million in Louisville, Kentucky, converting an...

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