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

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...

Thursday 27 November 2025

Foxconn aims to double Vietnam revenue as AI server demand surges

Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased...

Wednesday 26 November 2025

Foxconn to expand Wisconsin operations with US$569 million investment and job creation plan

Foxconn has announced a new four-year plan to expand its operations in Wisconsin, focusing on artificial intelligence (AI) infrastructure, after approval from the Wisconsin Economic...

Tuesday 25 November 2025

Foxconn showcases full-stack tech ambitions at Hon Hai Tech Day

Foxconn showcased sweeping upgrades across artificial intelligence (AI), electric vehicles (EVs), advanced manufacturing, and data center hardware during its two-day Hon Hai Tech...

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