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Tuesday 25 November 2025
Foxconn showcases full-stack tech ambitions at Hon Hai Tech Day
Foxconn showcased sweeping upgrades across artificial intelligence (AI), electric vehicles (EVs), advanced manufacturing, and data center hardware during its two-day Hon Hai Tech Day event. The developments underscore the company's push to evolve from the world's largest electronics contractor into a full-stack technology and platform provider. The event highlighted new strategic partnerships, including a collaboration with OpenAI and expanded work with Nvidia.
Tuesday 25 November 2025
Foxconn’s China-listed subsidiary rejects downgrade rumors as AI-server demand holds
Foxconn Industrial Internet (FII), a subsidiary of Foxconn Technology Group, has publicly rejected recent media reports asserting that it would reduce its fourth-quarter performance targets and alter its business model. The company emphasized in a statement on the evening of November 24 that these claims are unfounded and not supported by any factual basis.
Monday 24 November 2025
Foxconn’s new “3+3+3” bet: can an AI makeover rewrite its future?
At its Hon Hai Tech Day (HHTD) held in Nangang, Taipei, Hon Hai (Foxconn) outlined its strategic transformation through chairman Young Liu's remarks and technology showcases. The event highlighted the company's emphasis on artificial intelligence (AI) and its expanded role in smart industries, underscoring a shift towards a broader technology platform service orientation.
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.

Friday 21 November 2025
Hon Hai Tech Day focuses on AI and quantum collaborations with IBM
Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of AI and Quantum Computing, Corporate BD at Foxconn. The event emphasized advancing AI factories and quantum technologies amid rapid AI development.
Friday 21 November 2025
Foxconn moves past the 'assembler' label with a deep dive into its integrated manufacturing stack
Hon Hai Tech Day (HHTD) opened on November 21, 2025, with founder Terry Guo present, as chairman Young Liu again rejected the long-held view that Foxconn is only a contract assembler. He underscored that the company's real competitive strength comes from its fully integrated technology, manufacturing, and process-engineering stack.
Friday 21 November 2025
Foxconn to unveil new tech and products at sixth annual Hon Hai Tech Day
Foxconn Technology Group is expected to showcase its latest innovations and strategic developments during the sixth annual Hon Hai Tech Day, starting on November 21. The event will focus on advancements aligned with the company's 3+3+3 development strategy across computing, manufacturing, and real-world applications; this includes AI Factory, robotics, smart manufacturing, and electric vehicles.
Friday 21 November 2025
Foxconn highlights tech transformation Tech Day as Terry Gou swings by
At its 2025 Hon Hai Tech Day event held on November 21, 2025, Foxconn emphasized its strategic transformation from a system assembler to a deeply integrated technology company. Founder Terry Gou attended as an honored guest, and chairman Young Liu highlighted Gou's foundational role, stating that without Terry Gou, there would be no Foxconn today. The event showcased the company's evolving vision and technological ambitions.
Friday 21 November 2025
Pegatron secures new AI orders amid intensifying competition for server capacity
The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to long-term leasing contracts with major cloud and software companies, server shortages highlight the ongoing urgency for AI hardware deployment and signal substantial, sustained market demand.
Friday 21 November 2025
Foxconn and Intrinsic form joint venture to advance AI-driven intelligent factories
Foxconn has announced a joint venture with Intrinsic, an AI robotics software company founded by Alphabet, aiming to develop intelligent factory solutions that enhance manufacturing flexibility, adaptability, and cost efficiency. The collaboration will focus on leveraging AI-powered robotics to transform production methods across factory floors.
Friday 21 November 2025
Foxconn outlines battery strategy as part of long-term industrial expansion
Foxconn is accelerating its push into electric vehicles and energy storage batteries, launching its Foxtron plant in Kaohsiung and investing in talent, automation, and supply chain development as it works to build Taiwan's first gigafactory-level battery industry and expand its global footprint.
Tuesday 18 November 2025
India approves 17 ECMS projects worth US$810 million to boost component manufacturing
India has approved a second tranche of 17 projects under the Electronics Component Manufacturing Scheme (ECMS), authorizing investments worth INR71.72 billion (US$810 million) and projected production of INR651.11 billion. The Ministry of Electronics and Information Technology said the new approvals are expected to create 11,808 direct jobs and further expand domestic component manufacturing capacity. This follows an earlier set of seven applications worth INR55.32 billion cleared in the previous phase.
Monday 17 November 2025
India roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies' EMS business faces uncertainties due to US tariffs.
Friday 14 November 2025
Syrma SGS invests in India's largest PCB facility, eyes local laptop motherboard production
India-based EMS provider Syrma SGS is investing INR15.95 billion (approx. US$180 million) to set up a plant near Naidupeta, Andhra Pradesh. The facility is expected to create over 2,100 high-skill jobs and strengthen domestic PCB production, while the company also plans to produce laptop motherboards locally to increase value addition and qualify for government incentives, according to The New Indian Express.
Thursday 13 November 2025
Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta, and Hon Hai Precision Industry (Foxconn) will handle assembly of Nvidia's next-generation Vera Rubin AI server racks up to Level 10 (L10), after which Nvidia will ship products directly to customers.
Thursday 13 November 2025
Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company stressed its ongoing efforts to diversify revenue sources by expanding into new business areas such as servers and automotive electronics while continuing to serve its established client base.
Thursday 13 November 2025
Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026
Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's management revealed during its earnings call on November 12. This move reflects Pegatron's broader strategy to diversify its manufacturing footprint and reduce reliance on its core contract with Apple Inc., which still accounts for approximately 60% of its revenue.
Thursday 13 November 2025
Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026
Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud network devices. The company anticipates substantial sequential and year-over-year growth in the fourth quarter, maintaining expectations for solid full-year expansion and expressing optimism about 2026 results for the first time, according to chairman Young Liu.
Thursday 13 November 2025
India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
Kaynes Semicon, the semiconductor division of India's Kaynes Technology, is expanding beyond its success in power module packaging toward advanced chiplet and co-packaged optics assembly.
Wednesday 12 November 2025
Luxshare speeds into AI server market with 800G SiPh, liquid cooling rollout
Luxshare Precision Industry Co., a major Chinese electronics manufacturer, is fast-tracking its expansion into the AI server supply chain. On November 11, 2025, the company announced that its 800G silicon photonics (SiPh) modules have entered mass production, while 1.6T-class versions are under customer validation, reflecting stronger momentum in high-speed interconnects and AI data center applications.
Wednesday 12 November 2025
Wistron and Quanta report record profits as AI server and storage demand drives 2025 growth
Wistron Group delivered record profits in the third quarter and first three quarters of 2025 on strong AI server demand, while Quanta Storage also hit historic highs in the first nine months despite margin pressures, underscoring sustained momentum across AI and storage markets.
Wednesday 12 November 2025
Foxconn earnings preview: investors look for proof behind its AI and EV push
Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets and new smartphones. Market enthusiasm has been buoyed by the performance of these products, while anticipation builds around progress in AI hardware and upcoming smartphone orders as the industry moves into the fourth quarter. Investors also await updates on Foxconn's electric vehicle (EV) and robotics projects, as well as collaborative efforts with major partners such as SoftBank Group, Mitsubishi Electric, and TECO Electric.
Tuesday 11 November 2025
Stan Shih encourages entrepreneurial families for lasting legacy
Acer founder Stan Shih has been awarded the third K.T. Li Award. Shih said that when he first started his business, he wasn't thinking about making money; he only wanted to create value. Since then, the Acer Group ecosystem has expanded to include Acer, Wistron, BenQ, and AUO; each bringing its own successes.
Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion for the second consecutive month thanks to strong momentum from Apple Inc.'s new iPhone models. The company's cumulative revenue for the first ten months of 2025 reached NT$915.4 billion, a slight decline of 0.18% compared to last year.
Tuesday 11 November 2025
India's major EMS provider weighs US production shift amid 50% tariff pressure
Bengaluru-based electronics manufacturing services provider Kaynes Technology is considering moving part of its production to North America as Indian exporters grapple with the US's sharply higher tariff regime. The Trump administration in Washington raised duties on a broad range of Indian goods to as high as 50% in 2025, a jump from the earlier baseline of around 10%, severely affecting exporters across multiple sectors.