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 19 December 2025

Tata Group invests additional US$170M in Tata Electronics to expand iPhone production and semiconductor capacity

Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary...

Thursday 18 December 2025

Cyient Semiconductors to acquire majority stake in Kinetic Technologies for US$93 million

Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company...

Thursday 18 December 2025

Manufacturing giant Jabil signals confidence with higher targets for 2026

Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that...

Tuesday 16 December 2025

Luxshare steps up diversification drive as Apple reliance shows signs of easing

Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment...

Tuesday 16 December 2025

Foxconn's US$174M Kentucky plant seen as unlikely to serve Apple production lines

Foxconn plans to expand its US manufacturing footprint with an investment of about US$174 million in Louisville, Kentucky, converting an...

Monday 15 December 2025

Foxconn's US$500M Kaohsiung bet on EVs and software

Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint...

Monday 15 December 2025

Kenmec sets new standards in liquid cooling solutions

On December 12, 2025, Kenmec chairman Kevin Hsieh shared insights on the core competitiveness and market positioning of AI data center infrastructure. He also discussed how to build...

Friday 12 December 2025

Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server...

Friday 12 December 2025

Foxconn pumps US$509M into new Kaohsiung HQ

Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along the city's MRT Yellow Line. The company will invest...

Friday 12 December 2025

Foxconn expects limited impact from Mexico import tariff

The Mexican Senate has approved legislation raising import tariffs up to 50% on countries without free trade agreements with Mexico, affecting nations such as China, India, South...

Thursday 11 December 2025

Fed rate cut sparks short-lived market rally, says Pegatron's Tung

Pegatron chairman T.H. Tung said the Federal Reserve's 25-basis-point cut matched market expectations and would inject more liquidity into...

Thursday 11 December 2025

Game console EMS accelerates shift from China as US tariffs persist

The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...

Thursday 11 December 2025

Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25

Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November...

Wednesday 10 December 2025

Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules

Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may...

Tuesday 9 December 2025

China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by...

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