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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
    Friday 3 October 2025
    Microsoft invests in Nebius to expand AI computing capacity
    Microsoft Corp. has entered a US$19.4 billion partnership with Nebius, a Neocloud provider, to secure over 100,000 Nvidia GPUs. This agreement is intended to enhance Microsoft's large...
    Friday 3 October 2025
    Wiwynn accelerates global factory expansion amid booming AI server demand
    Wiwynn is rapidly expanding its manufacturing footprint worldwide, driven by strong orders for AI servers expected to sustain through 2027. The company's president, William Lin, highlighted...
    Friday 3 October 2025
    Apple eyes Taiwan for foldable iPhone trials amid supply chain shifts
    Apple is reportedly considering establishing a small-scale trial production line in Taiwan to support the development and process validation of its upcoming foldable iPhone, as the...
    Thursday 2 October 2025
    Wiwynn breaks ground on new headquarters in Taipei with 2029 completion target
    Wiwynn officially began construction of its new headquarters in Neihu District, Taipei, during a ceremony held on October 2. The event was led by chairperson and CSO Emily Hong, with...
    Thursday 2 October 2025
    Indian EMS giant Dixon forms new subsidiary for battery manufacturing
    Dixon Technologies has incorporated a wholly owned subsidiary, Dixon Electrocorp Pvt. Ltd., to expand into the fast-growing battery and energy storage segment. The announcement was...
    Thursday 2 October 2025
    Apple reportedly integrates 45 companies into India supply chain
    Apple is accelerating its manufacturing expansion in India amid global supply chain uncertainties, integrating nearly 45 local and international partners into its ecosystem. With...
    Wednesday 1 October 2025
    Malaysian EMS giant posts first quarterly loss in five years on tariffs
    V.S. Industry Bhd. reported a rare quarterly loss, its first in more than five years, as reciprocal tariffs and weaker customer demand weighed on sales. The Malaysian electronics...
    Thursday 25 September 2025
    Taiwan deepens trade links with fast-growing India at New Delhi industry expo
    The Taiwan Expo 2025 is being held from September 25 to 27 at the Bharat Mandapam in New Delhi, featuring major Taiwanese corporations such as Hon Hai Precision, Delta Electronics,...
    Wednesday 24 September 2025
    Taiwan's three major science parks report chip-driven record revenue in 1H25
    The National Science and Technology Council's three major science parks achieved a combined revenue of NT$2.74 trillion (approximately US$90.6 billion) in the first half of 2025,...
    Tuesday 23 September 2025
    Apple iPhone 17 launch triggers supply surge with increased production targets
    Following the release of Apple's iPhone 17 series, consumer demand has outpaced expectations, prompting Apple to accelerate production efforts. Despite mixed reviews of the devices'...
    Monday 22 September 2025
    Apple’s iPhone 17 Air opens a new test for Luxshare and Foxconn

    Apple's iPhone 17 series has arrived to kick off the next global upgrade cycle, with early sales showing healthy traction. Preorders...

    Monday 22 September 2025
    India roundup: Will foldable iPhones be made in India?
    Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful...
    Friday 19 September 2025
    Foxconn Interconnect's server orders hit full capacity amid rapid expansion
    A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing...
    Thursday 18 September 2025
    Foxconn Interconnect Technology to start new Middle East plant by 2025 end amid AI-driven mobility push
    Foxconn Interconnect Technology (FIT), a subsidiary of Hon Hai Precision Industry Co. (Foxconn), hosted its first FIT Tech Day 2025 on September 17, spotlighting its strategic focus...
    Thursday 18 September 2025
    Apple reportedly explores foldable iPhone with Taiwan test line, India mass production eyed
    Apple is moving closer to entering the foldable smartphone market, with early development of a foldable iPhone already underway, industry sources told Nikkei Asia. The company...
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