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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 25 April 2025
    China braces for economic shock as the US unleashes sweeping tariff hikes
    The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest...
    Friday 25 April 2025
    Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India
    Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly...
    Friday 25 April 2025
    NB Industry accelerates global shift despite US overtures to China
    Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands...
    Thursday 24 April 2025
    Electronics suppliers split on demand as US-China tensions escalate

    As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

    Thursday 24 April 2025
    Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
    The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...
    Wednesday 23 April 2025
    Ericsson partners with VVDN to fully localize antenna production in India
    Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The...
    Wednesday 23 April 2025
    VVDN powers India's tech shift with new innovation hub amid global manufacturing exodus
    According to Electronics For You and The Machine Maker, India-based electronics manufacturer VVDN Technologies has announced the inauguration of its state-of-the-art...
    Wednesday 23 April 2025
    Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
    As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift...
    Wednesday 23 April 2025
    PC giants eyes Saudi Arabia for setting up plants as US tariffs supply disrupt
    The Trump administration's imposition of reciprocal tariffs has thrown global supply chains into disarray. Industry analysis of tariff rates and regional investment incentives reveals...
    Wednesday 23 April 2025
    JD.com, Meituan drive export-to-domestic shift as Chinese manufacturers recalibrate
    Amid escalating US-China trade tensions and Washington's push for "reciprocal tariffs," Chinese exporters are facing unprecedented strain. Canceled orders, rising costs, and growing...
    Tuesday 22 April 2025
    Hygon delivers blowout 1Q results amid surge in domestic AI, compute demand
    On April 22, Hygon Information Technology, a top Chinese high-performance chipmaker, posted its first-quarter 2025 earnings, surpassing analyst forecasts. Driven by accelerating demand...
    Tuesday 22 April 2025
    Foxconn harnesses AI to cut costs, boost efficiency, and reshape operations with in-house FoxBrain model
    As generative AI gains traction in enterprise applications, Foxconn is accelerating its digital transformation with the development and deployment of its proprietary large language...
    Tuesday 22 April 2025
    Goertek's 1Q25 paradox: sinks in sales, soars in profit with AR/VR in focus
    Goertek Inc., headquartered in Shenzhen, published its first-quarter 2025 earnings on April 21, reporting sharp revenue declines both annually and sequentially. Despite this, the...
    Monday 21 April 2025
    Lens Technology beats forecasts in 1Q25 with 39% profit surge, margin gains
    Lens Technology exceeded market expectations in the first quarter of 2025, posting revenue of CNY17.063 billion (US$2.34 billion), a 10.1% increase compared to the same period last...
    Friday 18 April 2025
    US manufacturing surge: Foxconn's NAM board role amplifies strategic ambitions
    US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While...
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