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    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!

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    IN THE NEWS
    Thursday 11 September 2025
    Foxconn and Tata reshape Apple supply chain as first iPhone 17 production shifts to India
    Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company...
    Thursday 11 September 2025
    China downplays India’s role, yet Taiwan supply chain braces for Apple’s next moves
    China's large-scale industrial mobilization is on full display as the iPhone 17 enters mass production, with Foxconn's Zhengzhou factory reportedly operating at maximum capacity to...
    Thursday 11 September 2025
    Apple's iPhone 17 launch puts India in the frame, but China still calls the shots
    Apple's unveiled iPhone 17 series includes units manufactured in India, sparking significant discussion about the evolving dynamics in the company's global supply chain. Indian facilities...
    Wednesday 10 September 2025
    Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025
    Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the...
    Wednesday 10 September 2025
    Compal partners with ZutaCore to redefine AI server cooling with waterless direct liquid technology
    Taiwan's Compal Electronics has announced a strategic collaboration with US-based ZutaCore, a leader in waterless direct chip liquid cooling, to bring transformative cooling technology...
    Wednesday 10 September 2025
    AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
    At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
    Tuesday 9 September 2025
    Malaysian IC design house Oppstar and Inventec to develop AI chips together
    Malaysia's IC design firm Oppstar has entered into two MoUs with Inventec to collaborate on next-generation AI chips and form a joint venture (JV), according to documents filed with...
    Monday 8 September 2025
    AI data centers spark power squeeze: Taiwan's heavyweights race to deliver faster
    The explosive growth of artificial intelligence (AI) is fueling a global boom in AI data centers, driving electricity demand to record highs. Taiwanese heavy electrical firms —...
    Monday 8 September 2025
    India roundup: India pushes chip ambition as tax reform unveiled
    Semicon India 2025 was held during September 2 and September 4, as India unveiled plan to revamp consumption tax and recycle critical minerals.
    Thursday 4 September 2025
    Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts
    Kinpo Group president Andrew Chen announced on September 3 that the company expects a more balanced revenue split in 2025, departing from their usual stronger second half caused by...
    Wednesday 3 September 2025
    Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts
    Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global...
    Tuesday 2 September 2025
    VIVE Eagle sales off to a strong start as HTC boosts output of AI glasses
    Taiwan's HTC recently launched its first AI glasses, the VIVE Eagle, which received an enthusiastic market response with strong preorder sales in Taiwan. The success has prompted the...
    Tuesday 2 September 2025
    Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports
    India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research....
    Monday 1 September 2025
    BYD Electronic posts modest growth in 1H25, faces intensifying competition
    BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73...
    Thursday 28 August 2025
    Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

    China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits...

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