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 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...

Wednesday 17 September 2025

Flex and Renesas team up to develop next-gen power systems for AI data centers

Flex Power Modules and Japan's Renesas Electronics have announced a new strategic partnership aimed at tackling the surging energy demands of artificial intelligence (AI).

Tuesday 16 September 2025

Acer, Nvidia unveil compact AI workstation, receive strong early interest

Acer has teamed up with Nvidia to debut the Veriton GB100, a compact AI workstation built on Nvidia's GB10 chip. The model has generated strong demand from clients even before its...

Tuesday 16 September 2025

Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up

Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts...

Monday 15 September 2025

Lite-On Technology marks 50th anniversary, chairman Tom Soong warns of rapid AI-driven competition

Lite-On Technology commemorated its 50th anniversary as chairman Tom Soong urged swift transformation as the rapid AI surge reshapes global competition. The firm plans to double overseas...

Monday 15 September 2025

Foxconn advances strategic investments to lead AI smart glasses industry

As the smartphone market nears saturation, smart glasses are emerging as the next frontier for AI-enabled wearable devices. Foxconn is positioning itself beyond contract assembly...

Monday 15 September 2025

India roundup: China closely watches India's role in Apple supply chain

Apple's recently launched iPhone 17 series has garnered significant global attention, with Chinese media focusing on the comparison between China and India in the company's supply...

Thursday 11 September 2025

Wistron increases investment in the US, doubling capital expenditure for California subsidiary

Wistron's board of directors approved a significant increase in the capital expenditure budget for its Fremont, California-based wholly-owned subsidiary WisLab EMS Corporation, doubling...

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