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Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...
Tuesday 4 February 2025
Optiemus Electronics partners with TP-Link to manufacture networking devices amid Make-in-India
Optiemus Electronics, an India-based electronics manufacturing services (EMS) provider, has formed a strategic partnership with China-based TP-Link to manufacture networking devices...
Monday 3 February 2025
Kaynes Technology confirms OSAT project delay due to regulatory process
India-based EMS player Kaynes Technology has reported robust financial growth in the first three quarters of fiscal 2025 (April 2024 to March 2025). Despite regulatory delays, Kaynes...
Friday 31 January 2025
EMS Watch: Differences in EMS/ODM development across regions according to profit margin
The top 20 EMS/ODM companies in 2024 include 9 from China, 7 from Taiwan, and 4 from North America, ranked by revenue. However, if we analyze these companies based on profit and profit...
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between...
Tuesday 28 January 2025
EMS Watch: insights on the ranking shifts of the EMS sector
In the rapidly evolving global electronics manufacturing services (EMS) industry, the dominance of major players continues to shape the competitive landscape. While the notion that...
Monday 27 January 2025
EMS Watch: Taiwan leads AI servers, China bets big on edge computing
As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the...
Friday 24 January 2025
EMS Watch: Foxconn leads Taiwan's EMS firms as AI server boom drives record revenue
Six Taiwanese companies rank among the top ten global Electronics Manufacturing Services (EMS) providers for 2024, with Foxconn, Quanta, Wistron, and Inventec hitting record revenues,...
Friday 24 January 2025
EMS Watch: opportunities and challenges amid rapid ascent of Chinese EMS players
Globalization has driven significant transformations in the electronics manufacturing industry since the late 20th century, with Taiwanese EMS providers experiencing rapid growth...
Friday 24 January 2025
EMS Watch: Chinese firms surpass Taiwanese rivals in top EMS/ODM rankings
According to a DIGITIMES survey, the global EMS/ODM industry is becoming increasingly important due to the relocation of global supply chains. However, their 2024 revenues...
Friday 24 January 2025
India roundup: local EMS and semiconductor stars emerging
With India dedicating substantial incentives to bolster its local electronics supply chain, the country is witnessing the rise of new domestic companies within the semiconductor and...
Wednesday 22 January 2025
Automotive EMS vendors brace for Trump's Mexico tariff
The US is anticipated to impose a 25% tariff on Mexico starting February 1, 2025, as proposed by the newly inaugurated President Donald Trump, prompting automotive electronics manufacturing...
Tuesday 21 January 2025
Dixon doubles mobile phone manufacturing sales, sets sights on 8.6G display fab pending India's semiconductor incentive
India-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following...
Monday 13 January 2025
China's dual-use export controls disrupt supply chain relocation, affecting Apple and ODMs
China's recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China's regulations, effective in...
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research