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 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...

Monday 14 July 2025

Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely

Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US...

Friday 11 July 2025

India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push

Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme...

Thursday 10 July 2025

Jabil's infrastructure bet pays off with explosive AI-fueled growth

As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term...

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