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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
    Monday 8 December 2025
    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...
    Monday 8 December 2025
    Foxconn leads global EMS market with strong AI and Apple momentum
    According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with...
    Monday 8 December 2025
    EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025
    DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while...
    Friday 5 December 2025
    Foxconn reports record November sales, sees clearer 4Q25 demand
    Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025...
    Friday 5 December 2025
    Dixon Technologies set to enter global top 20 EMS/ODM rankings amid rapid growth
    India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional...
    Friday 5 December 2025
    North American EMS firms gain new influence as AI transforms the industry

    With third-quarter 2025 earnings now in, DIGITIMES' latest global EMS/ODM rankings point to a turning of the tide: generative AI is triggering...

    Wednesday 3 December 2025
    AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president
    The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain...
    Wednesday 3 December 2025
    Tariffs are here to stay, and global supply chains may never look the same
    As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid...
    Wednesday 3 December 2025
    Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies
    Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.
    Wednesday 3 December 2025
    North American EMS providers see growth from AI data-center boom
    North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI...
    Wednesday 3 December 2025
    3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
    In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift...
    Tuesday 2 December 2025
    Foxconn becomes critical supplier for both Nvidia GPU and Google TPU AI racks
    Artificial intelligence (AI) has remained one of the few sectors with sustained global momentum over the past two years, but the underlying architecture of AI computing is shifting...
    Monday 1 December 2025
    Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
    Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports...
    Monday 1 December 2025
    India roundup: India launches US$820M scheme to secure local rare earth supply
    India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.
    Friday 28 November 2025
    Jufan rides the ‘clean-tech squeeze’ as hydraulics push into chips, clinics, and robots
    Driven by a global upgrade in advanced manufacturing, hydraulic components are expanding beyond traditional heavy industries into semiconductor, medical, and precision equipment sectors...
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