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

Thursday 28 August 2025

Taiwanese tech firms, led by TSMC, pursue global investments to enhance operations and manage currency risks

The Department of Investment Review within Taiwan's Ministry of Economic Affairs (MOEA) has approved five investments by Taiwanese technology firms involving overseas capital injections...

Wednesday 27 August 2025

Pegatron launches high-performance servers with Nvidia RTX PRO 6000 GPUs for AI and enterprise applications

Pegatron unveiled two new server platforms, AS205-2T1 and AS400-2A1, featuring Nvidia RTX PRO 6000 Blackwell Server Edition GPUs. These servers target enhanced performance in AI inference,...

Wednesday 27 August 2025

China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time...

Tuesday 26 August 2025

Taiwan's Chelic eyes role in humanoid robots with multi-functional hands

Taiwan Chelic, a pneumatic components maker, is positioning itself as a new entrant in Taiwan's humanoid robot supply chain with its in-house development of a bionic hand, which has...

Tuesday 26 August 2025

Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline

Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...

Tuesday 26 August 2025

China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q

Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy. The...

Tuesday 26 August 2025

Apple supplier Goertek pivots for AI+AR era with strategic optics push

Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing opportunities...

Tuesday 26 August 2025

Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity

As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports...

Monday 25 August 2025

China's top smartphone ODM plans HK IPO after doubling 1H25 revenue

Huaqin Technology, a leading global intelligent hardware platform company, announced on August 22, 2025, that it will issue H-shares and seek a main board listing on the Hong Kong...

Monday 25 August 2025

AI glass race intensifies: Sunny Optical trades tech for equity in Goertek

Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move...

Monday 25 August 2025

India roundup: iPhone production begins in India

Apple is rumored to begin iPhone 17 production in India; meanwhile, Dixon and Tata are stepping up their display and semiconductor ventures.

Friday 22 August 2025

Goertek's CNY1.42B half-year profit defies consumer tech weakness

Goertek Inc. posted a 15% increase in first-half 2025 net income to CNY1.42 billion, even as revenue fell 7% to CNY37.55 billion. The...

Friday 22 August 2025

Foxconn reportedly recalls 300 Chinese engineers from India, appoints Robert Wu as new India Representative

Foxconn subsidiary Yuzhan Technology has recalled roughly 300 Chinese engineers from its India facility, marking the second such instance in recent months, sources told the Economic...

Wednesday 20 August 2025

Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers

Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...

Wednesday 20 August 2025

Apple reportedly produces full iPhone 17 lineup in India

Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...

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