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Dec 8
3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers.
OpenAI has introduced a new safety research approach designed to improve honesty and transparency in large language models (LLMs). The method requires the model to provide a "confession" after answering a query, in which it self-assesses whether it lied, took shortcuts, or deviated from instructions, while also disclosing uncertainties and subjective judgments.
Apple chip leader Johny Srouji is reportedly considering leaving for another tech company, raising major concerns for Apple's product roadmap in the modern AI landscape. Bloomberg reported that Srouji, Apple's Senior Vice President of Hardware Technologies, informed CEO Tim Cook of his intention to resign. Additionally, he has told colleagues that if he does leave, he will join another tech company. Cook has attempted to retain Srouji with higher compensation and expanded authority. He has even considered promoting him to Chief Technology Officer, but Srouji is unwilling to work under future CEOs.
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and memory supply constraints.
South Korea aims to be a leading AI powerhouse, yet a report from the Korea Industrial Technology Association (KOITA) shows that only 56% of its AI startups last over three years. These companies rely significantly on external funding, highlighting a fragile R&D base in the industry.
Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company is developing two product categories: audio-only glasses that interface with its Gemini assistant, and eyewear with built-in displays capable of showing navigation, translations, and other augmented-reality overlays.
Chassis maker Catcher Technology stated that as the calendar moves into the year-end shopping season of 2025, promotional campaigns and a rebound in end-market demand are expected to support its business momentum.
IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all outstanding Confluent shares for US$31 each, a price approved by both companies' boards and supported by Confluent shareholders representing about 62% of voting power. The transaction, funded with IBM's cash on hand, is expected to close by mid-2026 pending regulatory and shareholder approvals.
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews and a 25% revenue payment to the US government. The move marks a major shift in Washington's chip-export approach and offers Nvidia a partial win after months of lobbying.
Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution from the Asian market jumped to 42%, up from 5% in the same period of 2024. The company explained that this surge was not due to an unexpected boom in Asian end-market demand, but rather customers' response to geopolitical tensions and tariff battles.

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by AI-server demand, shifting device cycles, and the rise of robotics as a new growth frontier. While Taiwanese EMS/ODM leaders continue to dominate AI-server production, Chinese firms are aggressively charting their next phase of expansion by entering the robotics and embodied-intelligence hardware market. Two companies at the center of this transition are Lingyi iTech and Lens Technology, both of which are extending their manufacturing capabilities into robotics components, applications, and integrated systems.

In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack is founder and CEO Jianzhong Zhang, whose 14-year career at Nvidia adds another dimension to the company's strategy.