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 8 September 2025

India roundup: India pushes chip ambition as tax reform unveiled

Semicon India 2025 was held during September 2 and September 4, as India unveiled plan to revamp consumption tax and recycle critical minerals.

Thursday 4 September 2025

Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts

Kinpo Group president Andrew Chen announced on September 3 that the company expects a more balanced revenue split in 2025, departing from their usual stronger second half caused by...

Wednesday 3 September 2025

Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts

Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global...

Tuesday 2 September 2025

VIVE Eagle sales off to a strong start as HTC boosts output of AI glasses

Taiwan's HTC recently launched its first AI glasses, the VIVE Eagle, which received an enthusiastic market response with strong preorder sales in Taiwan. The success has prompted...

Tuesday 2 September 2025

Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports

India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research...

Monday 1 September 2025

BYD Electronic posts modest growth in 1H25, faces intensifying competition

BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73...

Thursday 28 August 2025

Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits...

Thursday 28 August 2025

Taiwanese tech firms, led by TSMC, pursue global investments to enhance operations and manage currency risks

The Department of Investment Review within Taiwan's Ministry of Economic Affairs (MOEA) has approved five investments by Taiwanese technology firms involving overseas capital injections...

Wednesday 27 August 2025

Pegatron launches high-performance servers with Nvidia RTX PRO 6000 GPUs for AI and enterprise applications

Pegatron unveiled two new server platforms, AS205-2T1 and AS400-2A1, featuring Nvidia RTX PRO 6000 Blackwell Server Edition GPUs. These servers target enhanced performance in AI inference,...

Wednesday 27 August 2025

China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time...

Tuesday 26 August 2025

Taiwan's Chelic eyes role in humanoid robots with multi-functional hands

Taiwan Chelic, a pneumatic components maker, is positioning itself as a new entrant in Taiwan's humanoid robot supply chain with its in-house development of a bionic hand, which has...

Tuesday 26 August 2025

Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline

Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...

Tuesday 26 August 2025

China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q

Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy....

Tuesday 26 August 2025

Apple supplier Goertek pivots for AI+AR era with strategic optics push

Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing...

Tuesday 26 August 2025

Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity

As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports...

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