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 24 July 2025

Powertech reroutes supply chain to Vietnam as high-end PDU nears certification

Powertech Industrial Co. is accelerating its shift to Vietnam, redirecting more than 60% of its procurement budget to mitigate risks tied to escalating US-China trade tensions. With...

Thursday 24 July 2025

1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking...

Wednesday 23 July 2025

Quiet dominance on global sensor: Inside Goertek Microelectronics' second Hong Kong IPO bid

Goertek Microelectronics Inc., a spin-off from Shenzhen-listed Goertek Inc., has refiled its prospectus for a listing on the main board of the Hong Kong Stock Exchange. This marks...

Wednesday 23 July 2025

Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components

Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026,...

Wednesday 23 July 2025

Dixon crowned India's mobile phone manufacturing leader

Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With...

Wednesday 23 July 2025

Dixon revenue soars on EMS, mobile strength as India gains manufacturing tailwind

On July 22, Dixon Technologies reported strong financial results for the first quarter of fiscal year 2025, driven largely by its fast-growing Mobile and Electronics Manufacturing...

Tuesday 22 July 2025

Foxconn-Google tie-up rumors swirl as key meeting looms

Alphabet, Google's parent company, will hold a Made by Google hardware event on August 20, 2025, in New York. The event will feature new products and is expected to include a key...

Monday 21 July 2025

India roundup: Tesla's long-awaited showroom in India

Tesla finally set up its first show room in India after a nine-year journey amid steep Indian duties against importe vehicles. India looks to attract investments from financial institutions...

Friday 18 July 2025

Kaynes electronics investment signals central India's rise in global EMS shift

India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech...

Thursday 17 July 2025

Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia

Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved...

Wednesday 16 July 2025

Dixon's new deals with Chinese firms test India's evolving stance on FDI post-Galwan

India's Dixon Technologies has signed two new agreements with Chinese firms, a joint venture and an acquisition, in a move that could test the central government's evolving approach...

Tuesday 15 July 2025

Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth

Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14...

Tuesday 15 July 2025

China's TPV slips into the red in 1H25 on weak margins, FX headwinds

TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx...

Monday 14 July 2025

Foxconn affiliate bets on robotics, eyes axial motor breakthrough by year-end

Foxconn-affiliated company Pan-International Industrial Corp. (PI) is ramping up its shift toward next-generation technologies, targeting electric motors and robotics as key growth...

Monday 14 July 2025

Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem

MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan's Phison Electronics, is positioning itself as a key player in India's push for semiconductor...

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