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 11 November 2025

Pegatron sees stable October revenue boosted by Apple iPhone demand

Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...

Tuesday 11 November 2025

India's major EMS provider weighs US production shift amid 50% tariff pressure

Bengaluru-based electronics manufacturing services provider Kaynes Technology is considering moving part of its production to North America as Indian exporters grapple with the US's...

Monday 10 November 2025

Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year...

Friday 7 November 2025

Foxconn partners with Mitsubishi Electric to develop global AI data center solutions

Amid soaring global demand for AI infrastructure, Foxconn announced on November 6 the signing of a memorandum of understanding (MOU) with Japan's Mitsubishi Electric to jointly deliver...

Friday 7 November 2025

LG Electronics reportedly eyes local manufacturing in India for capital goods

Korean multinational LG Electronics is reportedly expanding its footprint in India, with plans to supply locally manufactured equipment for Apple iPhone production and to establish...

Thursday 6 November 2025

LG eyes zero labor homes by 2030, cites robot operation as biggest hurdle

As AI technology evolves, robots are evolving from single-task specialized products to general-purpose machines capable of handling tasks in logistics, manufacturing, and around the...

Thursday 6 November 2025

Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement

Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...

Thursday 6 November 2025

Foxconn converts Sharp factory into AI server hub, courts Japan auto giants for EV collab

Taiwan's Foxconn plans to transform Sharp's Kameyama No. 2 factory in Mie Prefecture, Japan, into an AI server production facility, while also pursuing collaborations with Japan's...

Thursday 6 November 2025

ODMs slash non-China manufacturing targets to 40% as tariff eases

The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented...

Thursday 6 November 2025

Inventec notebook shipments fall 15.79% in October amid seasonal slowdown

Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...

Wednesday 5 November 2025

Supermicro reports lower quarterly sales but expects AI-driven rebound in December

Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong...

Tuesday 4 November 2025

iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26

Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...

Tuesday 4 November 2025

Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal

Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum...

Tuesday 4 November 2025

Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market

Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250...

Monday 3 November 2025

India roundup: India steps up electronics component play

India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in...

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