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

Thursday 13 November 2025

Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...

Thursday 13 November 2025

Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance

Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company...

Thursday 13 November 2025

Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026

Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...

Thursday 13 November 2025

Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026

Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud...

Thursday 13 November 2025

India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging

Kaynes Semicon, the semiconductor division of India's Kaynes Technology, is expanding beyond its success in power module packaging toward advanced chiplet and co-packaged optics as...

Wednesday 12 November 2025

Luxshare speeds into AI server market with 800G SiPh, liquid cooling rollout

Luxshare Precision Industry Co., a major Chinese electronics manufacturer, is fast-tracking its expansion into the AI server supply chain. On November 11, 2025, the company announced...

Wednesday 12 November 2025

Wistron and Quanta report record profits as AI server and storage demand drives 2025 growth

Wistron Group delivered record profits in the third quarter and first three quarters of 2025 on strong AI server demand, while Quanta Storage also hit historic highs in the first...

Wednesday 12 November 2025

Foxconn earnings preview: investors look for proof behind its AI and EV push

Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets...

Tuesday 11 November 2025

Stan Shih encourages entrepreneurial families for lasting legacy

Acer founder Stan Shih has been awarded the third K.T. Li Award. Shih said that when he first started his business, he wasn't thinking about making money; he only wanted to create...

Tuesday 11 November 2025

Pegatron sees stable October revenue boosted by Apple iPhone demand

Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...

Tuesday 11 November 2025

India's major EMS provider weighs US production shift amid 50% tariff pressure

Bengaluru-based electronics manufacturing services provider Kaynes Technology is considering moving part of its production to North America as Indian exporters grapple with the US's...

Monday 10 November 2025

Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year...

Friday 7 November 2025

Foxconn partners with Mitsubishi Electric to develop global AI data center solutions

Amid soaring global demand for AI infrastructure, Foxconn announced on November 6 the signing of a memorandum of understanding (MOU) with Japan's Mitsubishi Electric to jointly deliver...

Friday 7 November 2025

LG Electronics reportedly eyes local manufacturing in India for capital goods

Korean multinational LG Electronics is reportedly expanding its footprint in India, with plans to supply locally manufactured equipment for Apple iPhone production and to establish...

Thursday 6 November 2025

LG eyes zero labor homes by 2030, cites robot operation as biggest hurdle

As AI technology evolves, robots are evolving from single-task specialized products to general-purpose machines capable of handling tasks in logistics, manufacturing, and around the...

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