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

Thursday 19 June 2025

Wistron opens global HQ in Zhuubei as Taiwan pushes AI partnership with US

Wistron inaugurated its global operations headquarters at the Zhubei AI park in Hsinchu County on June 19, 2025, with Vice President Bi-khim Louise Hsiao in attendance. Hsiao underscored...

Tuesday 17 June 2025

Foxconn formalizes leadership succession, embraces institutionalized executive model

Leadership succession has become an inescapable issue for Taiwan's corporate giants. At Foxconn, the world's largest electronics manufacturer, the spotlight has shifted from pure...

Tuesday 17 June 2025

India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff

Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and...

Friday 13 June 2025

VS Industry reports sales decline in 3Q25 amid profit pressure

On June 11, 2025, VS Industry announced its financial results for the third quarter of fiscal 2025, reporting sales of MYR909.4 million (US$214.87 million), down 10% year-over-year...

Friday 13 June 2025

Dixon Technologies, Signify to form 50:50 JV for lighting OEM in India

According to a corporate filing, Dixon Technologies and Signify Innovations India have signed an agreement to form a 50:50 joint venture to manufacture lighting products and accessories...

Thursday 12 June 2025

Pegatron sees May revenue dip, but expects rebound in second half of 2025

Pegatron reported a decline in revenue for May 2025, with figures falling below the NT$100 billion mark to NT$85.685 billion (approx. US$2.87 billion), marking a 16.71% drop from...

Tuesday 10 June 2025

Flex joins MIT's 'New Manufacturing' initiative, aims to reinvent US industry with AI and global sustainability labs

Flex, the Texas-based global manufacturing and supply chain services firm, has joined the Massachusetts Institute of Technology (MIT) 's newly launched Initiative for New Manufacturing...

Tuesday 10 June 2025

Pegatron sees 2H25 lift: 2 pivotal sectors gain traction

Heading into the second half of 2025, Taiwan-based electronics maker Pegatron is navigating persistent uncertainty stemming from shifting US tariff policies. At its June 6 annual...

Monday 9 June 2025

Chinese controls on rare earth to have limited impact on 2H25 shipments, says Pegatron

The Chinese government has been using controls on rare earth metals as a weapon amid the ongoing US-China tariff war. In April, Beijing imposed export controls on seven medium to...

Monday 9 June 2025

Taiwan EMS giants deepen smart healthcare push with AI

With AI transforming industries worldwide, major Taiwanese firms such as Foxconn, Quanta, and Inventec are accelerating their efforts in smart healthcare, recognizing its synergy...

Monday 9 June 2025

Inventec forecasts server-led expansion with tepid notebook outlook

Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the...

Monday 9 June 2025

India roundup: Ex-TI, Intel, AMD execs launch AI chip startups in India

Besides chipmaking, India is actively advancing its IC design capabilities. Apple continues to expand Tata Electronics' role in its global diversification push.

Friday 6 June 2025

Flex partners with MIT to advance the future of US manufacturing

Global manufacturing and supply chain solutions provider Flex announced on June 5 a strategic collaboration with the Massachusetts Institute...

Friday 6 June 2025

Foxconn posts NT$615.7 billion in May revenue amid currency headwinds; YoY growth fueled by AI demand

Foxconn reported consolidated revenue of NT$615.745 billion (US$20.55 billion) for May 2025, marking a 3.99% decline compared to April. However, when measured in US dollars, the company...

Friday 6 June 2025

Apple reportedly brings Tata on board for iPhone and MacBook repairs in India as Wistron exits

Reuters, citing unnamed sources, reported that Apple has entrusted Tata Group with handling after-sales repairs for iPhones and MacBooks in India, marking a significant expansion...

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