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

Tuesday 6 January 2026

OpenAI's reported shift to Foxconn signals a push into consumer AI hardware

As OpenAI expands its generative AI applications and integrates AI assistants more deeply into everyday life, the company is actively developing a lineup of consumer hardware products...

Tuesday 6 January 2026

Foxconn's AI-focused expansion signals long-term transformation of hardware and cloud business

Foxconn (Hon Hai Precision) announced on January 5, 2026, that its December 2025 revenue reached NT$862.9 billion (US$27.45 billion), the highest monthly revenue ever recorded. The...

Monday 5 January 2026

Foxconn opens year with dual push into automotive electronics and AI computing at CES 2026

Against a backdrop of cyclical adjustment and structural transformation in the global electronics industry, Foxconn Technology Group is...

Monday 5 January 2026

Foxconn reportedly emerges in supply chain reports tied to OpenAI's rumored AI devices

OpenAI is accelerating plans to enter the consumer hardware market, with reports indicating that the company is preparing a new voice-focused AI model to underpin its first generation...

Monday 5 January 2026

India clears 22 electronics manufacturing proposals under ECMS, with Foxconn and Samsung among beneficiaries

India's Ministry of Electronics and Information Technology (MeitY) has approved an additional 22 proposals under the Electronics Components Manufacturing Scheme (ECMS), marking a significant...

Friday 2 January 2026

Foxconn partners with Pace CCS to advance carbon capture tech in Taiwan

Foxconn (Hon Hai Precision) has teamed up with UK-based carbon capture and storage (CCS) design firm Pace CCS to establish a joint laboratory in Taiwan, focusing on developing corrosion-prevention...

Friday 2 January 2026

Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges

Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...

Wednesday 31 December 2025

Foxconn's FIH Mobile may start new smartphone product development in Vietnam by 2026

Under ongoing geopolitical risks and rising tariff barriers, Foxconn Technology Group's smartphone assembler FIH Mobile plans to shift part of its new product introduction (NPI) operations...

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,...

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