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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Amid escalating US-China trade tensions and Washington's push for "reciprocal tariffs," Chinese exporters are facing unprecedented strain. Canceled orders, rising costs, and growing...
On April 22, Hygon Information Technology, a top Chinese high-performance chipmaker, posted its first-quarter 2025 earnings, surpassing analyst forecasts. Driven by accelerating demand...
As generative AI gains traction in enterprise applications, Foxconn is accelerating its digital transformation with the development and deployment of its proprietary large language...
Goertek Inc., headquartered in Shenzhen, published its first-quarter 2025 earnings on April 21, reporting sharp revenue declines both annually and sequentially. Despite this, the...
Lens Technology exceeded market expectations in the first quarter of 2025, posting revenue of CNY17.063 billion (US$2.34 billion), a 10.1% increase compared to the same period last...
US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While...
Donald Trump's approach to policy—be it trade, diplomacy, or domestic affairs—is best described as a political hairpin turn. Each abrupt pivot sends shockwaves through...
Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...
As global manufacturing localizes, production shifts to the US are becoming the new norm. Foxconn is aligning with this trend by stepping up efforts to shape a more supportive environment...
The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn....
Rumors from India indicate Foxconn is exploring setting up manufacturing facilities in Greater Noida, which would likely become the company's first production base in northern India,...
Malaysian Resources Corporation Bhd (MRCB) has launched a new manufacturing plant in Perlis, Malaysia, for Jabil Circuit, a Fortune 500 company, marking a key milestone in the company's...
Dixon will set up a notebook and PC manufacturing facility in Tamil Nadu, making products for brands like HP. India's largest EMS provider is riding on local incentives and global...
Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as...
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