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 5 May 2025

Texas emerges as key battleground in AI server race with US tariff push

President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...

Monday 5 May 2025

India roundup: Most iPhones sold in US will be made in India

Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities...

Saturday 3 May 2025

Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists

Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the...

Friday 2 May 2025

Dixon Technologies, Inventec form joint venture to manufacture PCs and servers in India

Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership...

Thursday 1 May 2025

Flex debuts high-powered liquid cooling system for AI-driven data centers

As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has...

Wednesday 30 April 2025

Foxconn reportedly eyes India's new PLI scheme amid soaring local growth as Tata begins iPhone production at new plant

Foxconn is planning to invest in India through its subsidiary Yuzhan Technology to tap into the newly launched production-linked incentive (PLI) scheme for electronic components,...

Wednesday 30 April 2025

Apple's Chinese supplier Luxshare hits US$37 billion milestone, breaks iPhone dependency

Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence...

Wednesday 30 April 2025

Made in America, delayed by parts

Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...

Tuesday 29 April 2025

India-based Optiemus and Taiwanese Avix team up to advance make-in-India drone technology

According to Daiji World, Optiemus Unmanned Systems (OUS), a division of Optiemus Infracom, has joined forces with Taiwan-based Avix Technology to co-develop and manufacture...

Monday 28 April 2025

FICG rides Johor-Singapore SEZ momentum, eyes deeper expansion with clients in tow

FIC Global, Inc. (FICG), a leading optical communication module provider, is accelerating its Southeast Asia expansion as momentum builds around the Johor-Singapore Special Economic...

Monday 28 April 2025

IMI's global reach to cushion US tariff impact, says Ayala chair

Integrated Micro-Electronics, Inc. (IMI), Ayala Corporation's electronics arm, is poised to withstand potential US tariffs, leveraging its global footprint across Asia, Europe, and...

Monday 28 April 2025

Dixon, Tata to apply for the latest PLI while HP doubles India PC manufacturing through Dixon

Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian...

Monday 28 April 2025

China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Universal Scientific Industrial (USI) posted a flat first-quarter profit for 2025, as weakening cash flow and margin compression continued...

Monday 28 April 2025

BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

BYD Electronics International posted slight revenue and profit growth for the quarter that ended March 31, 2025, but continued to grapple...

Monday 28 April 2025

Taiwan's Auden Technology sees 1Q25 slump, expects recovery as tech market rebounds

Auden Technology, a Taiwan-based RF and testing equipment manufacturer, reported the first-quarter 2025 revenue of NT$323 million (US$9.93 million), down 12.07% year-over-year amid...

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