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 6 November 2025

Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement

Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...

Thursday 6 November 2025

Foxconn converts Sharp factory into AI server hub, courts Japan auto giants for EV collab

Taiwan's Foxconn plans to transform Sharp's Kameyama No. 2 factory in Mie Prefecture, Japan, into an AI server production facility, while also pursuing collaborations with Japan's...

Thursday 6 November 2025

ODMs slash non-China manufacturing targets to 40% as tariff eases

The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented...

Thursday 6 November 2025

Inventec notebook shipments fall 15.79% in October amid seasonal slowdown

Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...

Wednesday 5 November 2025

Supermicro reports lower quarterly sales but expects AI-driven rebound in December

Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong...

Tuesday 4 November 2025

iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26

Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...

Tuesday 4 November 2025

Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal

Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum...

Tuesday 4 November 2025

Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market

Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250...

Monday 3 November 2025

India roundup: India steps up electronics component play

India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in...

Friday 31 October 2025

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual...

Friday 31 October 2025

Compal to expand server manufacturing in Texas

Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce...

Thursday 30 October 2025

Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook

Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...

Thursday 30 October 2025

Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...

Thursday 30 October 2025

AMD completes divestiture of ZT Systems manufacturing business to Sanmina

On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...

Tuesday 28 October 2025

Foxconn commits US$1.37 billion to build AI supercomputing center and expand cloud infrastructure

Driven by the global surge in generative AI, Foxconn announced plans to invest NT$42 billion (approximately US$1.37 billion) toward procuring AI computing power and cloud business...

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