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

Tuesday 22 April 2025

Hygon delivers blowout 1Q results amid surge in domestic AI, compute demand

On April 22, Hygon Information Technology, a top Chinese high-performance chipmaker, posted its first-quarter 2025 earnings, surpassing analyst forecasts. Driven by accelerating demand...

Tuesday 22 April 2025

Foxconn harnesses AI to cut costs, boost efficiency, and reshape operations with in-house FoxBrain model

As generative AI gains traction in enterprise applications, Foxconn is accelerating its digital transformation with the development and deployment of its proprietary large language...

Tuesday 22 April 2025

Goertek's 1Q25 paradox: sinks in sales, soars in profit with AR/VR in focus

Goertek Inc., headquartered in Shenzhen, published its first-quarter 2025 earnings on April 21, reporting sharp revenue declines both annually and sequentially. Despite this, the...

Monday 21 April 2025

Lens Technology beats forecasts in 1Q25 with 39% profit surge, margin gains

Lens Technology exceeded market expectations in the first quarter of 2025, posting revenue of CNY17.063 billion (US$2.34 billion), a 10.1% increase compared to the same period last...

Friday 18 April 2025

US manufacturing surge: Foxconn's NAM board role amplifies strategic ambitions

US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While...

Thursday 17 April 2025

Trump's hairpin politics: calculated chaos or credibility crisis?

Donald Trump's approach to policy—be it trade, diplomacy, or domestic affairs—is best described as a political hairpin turn. Each abrupt pivot sends shockwaves through...

Thursday 17 April 2025

Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments

Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...

Wednesday 16 April 2025

Foxconn elevates US industry push as product chief joins NAM board

As global manufacturing localizes, production shifts to the US are becoming the new norm. Foxconn is aligning with this trend by stepping up efforts to shape a more supportive environment...

Tuesday 15 April 2025

How Taiwanese manufacturers adapt to fickle tariff regime

The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn....

Tuesday 15 April 2025

Foxconn reportedly eyes greater Noida for first northern India base amid tariff uncertaintiy

Rumors from India indicate Foxconn is exploring setting up manufacturing facilities in Greater Noida, which would likely become the company's first production base in northern India,...

Thursday 10 April 2025

MRCB opens Jabil manufacturing plant in Perlis, boosting economic growth and strengthening Malaysia's regional role

Malaysian Resources Corporation Bhd (MRCB) has launched a new manufacturing plant in Perlis, Malaysia, for Jabil Circuit, a Fortune 500 company, marking a key milestone in the company's...

Thursday 10 April 2025

Dixon Technologies to invest US$115 million in new facility in Tamil Nadu to make HP notebooks

Dixon will set up a notebook and PC manufacturing facility in Tamil Nadu, making products for brands like HP. India's largest EMS provider is riding on local incentives and global...

Thursday 10 April 2025

Taiwan's EMS bets on Vietnam face new risks from US tariff shift

EMS firms' Vietnam expansion plan could be disrupted by policy shifts, DIGITIMES analyst says in his latest report.

Thursday 3 April 2025

Jabil Unveils cutting-edge transceivers to power AI and data centers with Intel Tech

Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as...

Wednesday 2 April 2025

China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025...

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