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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
    Wednesday 25 June 2025
    Foxconn develops lighter AI solve to Vision Pro weight issues, unveils semiconductor breakthroughs
    Foxconn highlighted Vision Pro's hardware hurdles at an NCHC event, unveiling AI-driven semiconductor innovations to enable lighter AR glasses. The company also outlined efforts in...
    Monday 23 June 2025
    Jabil to invest US$500 million in US AI and cloud infrastructure
    Electronics component manufacturer Jabil has revealed a strategic investment of US$500 million in the US to enhance its customer-facing cloud computing and artificial intelligence...
    Friday 20 June 2025
    Foxconn reportedly to manufacture iPhone enclosures in India, expands Tamil Nadu presence
    Foxconn is preparing to manufacture iPhone enclosures in India for the first time, marking a significant expansion of its local operations. According to sources cited by the Economic...
    Thursday 19 June 2025
    Wistron chair urges Taiwan to lead in AI, calls it key to future national power
    Wistron chairman Simon Lin emphasized AI as a symbol of national power during the opening of the company's global operations headquarters at its Zhubei AI Park in Hsinchu County,...
    Thursday 19 June 2025
    Wistron opens global HQ in Zhuubei as Taiwan pushes AI partnership with US
    Wistron inaugurated its global operations headquarters at the Zhubei AI park in Hsinchu County on June 19, 2025, with Vice President Bi-khim Louise Hsiao in attendance. Hsiao underscored...
    Tuesday 17 June 2025
    Foxconn formalizes leadership succession, embraces institutionalized executive model
    Leadership succession has become an inescapable issue for Taiwan's corporate giants. At Foxconn, the world's largest electronics manufacturer, the spotlight has shifted from pure...
    Tuesday 17 June 2025
    India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff
    Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and...
    Friday 13 June 2025
    VS Industry reports sales decline in 3Q25 amid profit pressure
    On June 11, 2025, VS Industry announced its financial results for the third quarter of fiscal 2025, reporting sales of MYR909.4 million (US$214.87 million), down 10% year-over-year...
    Friday 13 June 2025
    Dixon Technologies, Signify to form 50:50 JV for lighting OEM in India
    According to a corporate filing, Dixon Technologies and Signify Innovations India have signed an agreement to form a 50:50 joint venture to manufacture lighting products and accessories...
    Thursday 12 June 2025
    Pegatron sees May revenue dip, but expects rebound in second half of 2025
    Pegatron reported a decline in revenue for May 2025, with figures falling below the NT$100 billion mark to NT$85.685 billion (approx. US$2.87 billion), marking a 16.71% drop from...
    Tuesday 10 June 2025
    Flex joins MIT's 'New Manufacturing' initiative, aims to reinvent US industry with AI and global sustainability labs
    Flex, the Texas-based global manufacturing and supply chain services firm, has joined the Massachusetts Institute of Technology (MIT) 's newly launched Initiative for New Manufacturing...
    Tuesday 10 June 2025
    Pegatron sees 2H25 lift: 2 pivotal sectors gain traction
    Heading into the second half of 2025, Taiwan-based electronics maker Pegatron is navigating persistent uncertainty stemming from shifting US tariff policies. At its June 6 annual...
    Monday 9 June 2025
    Chinese controls on rare earth to have limited impact on 2H25 shipments, says Pegatron
    The Chinese government has been using controls on rare earth metals as a weapon amid the ongoing US-China tariff war. In April, Beijing imposed export controls on seven medium to...
    Monday 9 June 2025
    Taiwan EMS giants deepen smart healthcare push with AI
    With AI transforming industries worldwide, major Taiwanese firms such as Foxconn, Quanta, and Inventec are accelerating their efforts in smart healthcare, recognizing its synergy...
    Monday 9 June 2025
    Inventec forecasts server-led expansion with tepid notebook outlook

    Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the...

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