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 25 August 2025

China's top smartphone ODM plans HK IPO after doubling 1H25 revenue

Huaqin Technology, a leading global intelligent hardware platform company, announced on August 22, 2025, that it will issue H-shares and seek a main board listing on the Hong Kong...

Monday 25 August 2025

AI glass race intensifies: Sunny Optical trades tech for equity in Goertek

Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move...

Monday 25 August 2025

India roundup: iPhone production begins in India

Apple is rumored to begin iPhone 17 production in India; meanwhile, Dixon and Tata are stepping up their display and semiconductor ventures.

Friday 22 August 2025

Goertek's CNY1.42B half-year profit defies consumer tech weakness

Goertek Inc. posted a 15% increase in first-half 2025 net income to CNY1.42 billion, even as revenue fell 7% to CNY37.55 billion. The...

Friday 22 August 2025

Foxconn reportedly recalls 300 Chinese engineers from India, appoints Robert Wu as new India Representative

Foxconn subsidiary Yuzhan Technology has recalled roughly 300 Chinese engineers from its India facility, marking the second such instance in recent months, sources told the Economic...

Wednesday 20 August 2025

Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers

Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...

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...

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