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

Wednesday 20 August 2025

Apple reportedly produces full iPhone 17 lineup in India

Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...

Tuesday 19 August 2025

Apple supplier Luxshare targets Hong Kong H-share listing with planned US$1 billion raise

Luxshare Precision Industry Co. said on August 18, 2025, it has filed to list H-shares on the main board of the Hong Kong Stock Exchange, with draft application materials published...

Tuesday 19 August 2025

US tariffs prompt TEEMA to plan science parks in US and Mexico

Young Liu, chairman of Hon Hai Precision Industry (Foxconn) and leader of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), raised concerns over a 20% tariff...

Monday 18 August 2025

Dixon Technologies, HKC seal joint venture agreement for display manufacturing in India

Dixon Technologies formed a joint venture with China's HKC, highlighting a thaw in India-China business ties, even as US President Donald Trump's 50% tariff on Indian goods unsettles...

Monday 18 August 2025

Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds

Despite fresh concerns over US President Donald Trump's decision to impose a punitive 50% tariff on Indian exports, global electronics manufacturers are pressing ahead with expansion...

Thursday 14 August 2025

Pegatron profit slashed by 90% due to exchange losses; new business momentum remains uncertain

Pegatron Corp. reported its lowest quarterly profit in 13 years in the second quarter of 2025, as foreign exchange losses and seasonal downturns severely affected its earnings. Net...

Thursday 14 August 2025

Foxconn’s strong quarter sets up its next three big tests

On late August 14, Foxconn is set to deliver an impressive performance for the second quarter of 2025 despite rapid fluctuations in the New Taiwan dollar exchange rate. As Taiwan's...

Wednesday 13 August 2025

Why Taiwanese tech giants pour record funds into US AI server hubs

Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics

Tuesday 12 August 2025

Global manufacturing shift to regional production proves unstoppable despite Trump tariff relief

US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain...

Monday 11 August 2025

Advantech eyes retail and imaging acquisitions to capitalize on Edge AI growth

Advantech is evaluating potential acquisitions in retail, imaging, and software modules as part of a broader strategy to strengthen its...

Monday 11 August 2025

Wiwynn scales up US investments, expanding Taiwan headquarters

Wiwynn Technology's board has approved a capital increase of US$500 million for its US subsidiary, Wiwynn International, to bolster operating funds and improve financial structure...

Monday 11 August 2025

Goertek channels US$100M into UK microLED pioneer Plessey for AR glasses breakthrough

Goertek, a major Apple supply chain partner, is ramping up upstream AR/VR investments with a US$100 million deal to acquire UK-based...

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...

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