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

Monday 11 August 2025

Pegatron July sales slump on weak electronics, eyes rebound with iPhone 17

Pegatron Corp. reported revenue for July 2025 at NT$77.103 billion (US$2.58 billion), a decrease of 2.13% from June and down 20.12% compared to July 2024. The company attributed the...

Friday 8 August 2025

Samsung and LG vie for Hitachi's Japanese home appliance unit as South Korea and Japan join forces against Chinese competition

Samsung Electronics and LG Electronics are actively competing to acquire the Japanese home appliance division of Hitachi. For Samsung, this marks a return to the Japanese home appliance...

Thursday 7 August 2025

Dixon Technologies partners with Tech Mahindra to advance industry 4.0 adoption

Dixon Technologies has signed a master services agreement with Tech Mahindra to deploy Industry 4.0 technologies across its manufacturing plants and R&D centers in India. The...

Thursday 7 August 2025

Apple pledges US$100B to expand US silicon ecosystem as Trump announces 100% tariff on chip imports

Apple has pledged an additional US$100 billion to bolster US chip manufacturing, rare earth supply, and its domestic supply chain, as former President Trump announced a 100% tariff...

Tuesday 5 August 2025

China's EMS strategy goes on offense under 15th Five-Year Plan

China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...

Tuesday 5 August 2025

AI servers reorder EMS power rankings as Apple reliance falters

In the first half of 2025, the global top 20 EMS/ODM rankings showed a decisive shift, with companies linked to AI server assembly climbing the ranks, while those reliant on consumer...

Monday 4 August 2025

Kaynes Circuits reportedly to invest US$570M in Tamil Nadu's first large-scale PCB facility

The Economic Times, citing unnamed sources, reported that Kaynes Circuits India is set to invest INR49.95 billion (approx. US$570 million) to establish an advanced electronics...

Monday 4 August 2025

Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered...

Monday 4 August 2025

AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities

Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced...

Monday 4 August 2025

Trump locks in tariffs as allies scramble for relief, China talks stall at 'halfway'

US Trade Representative Jamieson Greer stated that President Donald Trump's newly introduced "reciprocal tariffs" are effectively locked...

Monday 4 August 2025

Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle

Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...

Monday 4 August 2025

India roundup: Trump's 25% tariff jolts Apple

Trump imposed a 25% tariff on India, one of the highest rates among US trading partners, an unwelcome development for Apple and Foxconn as they expand investments in the country.

Friday 1 August 2025

Pegatron chair confident Taiwan tech sector can weather 20% US tariffs

The US has imposed a 20% tariff on imports from Taiwan, though Taiwanese President William Lai has said the rate is temporary as talks continue. Pegatron chairman T.H. Tung remains...

Thursday 31 July 2025

Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers

The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...

Wednesday 30 July 2025

Huaqin joins Nexchip board with 6% stake purchase from Powerchip

Nexchip Semiconductor said on July 29 that major shareholder Powerchip Innovation Investment Holdings will transfer a 6% stake — equal to 120,368,109 shares — to Huaqin...

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