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Monday 15 December 2025
Foxconn's US$500M Kaohsiung bet on EVs and software

Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint in Kaohsiung as the contract electronics manufacturer accelerates its expansion into electric vehicles, artificial intelligence, and software-driven services.

Monday 15 December 2025
Kenmec sets new standards in liquid cooling solutions
On December 12, 2025, Kenmec chairman Kevin Hsieh shared insights on the core competitiveness and market positioning of AI data center infrastructure. He also discussed how to build an irreplaceable "know-how" barrier amid global competition.
Friday 12 December 2025
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens's capabilities in AI server hardware, complementing its consumer electronics expertise.
Friday 12 December 2025
Foxconn pumps US$509M into new Kaohsiung HQ
Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along the city's MRT Yellow Line. The company will invest NT$15.9 billion (US$509 million) to build a new flagship headquarters in the Asia New Bay Area as it deepens its long-term commitments in southern Taiwan.
Friday 12 December 2025
Foxconn expects limited impact from Mexico import tariff
The Mexican Senate has approved legislation raising import tariffs up to 50% on countries without free trade agreements with Mexico, affecting nations such as China, India, South Korea, and Thailand. Foxconn's rotating CEO, Kathy Yang, indicated the overall impact on the company is limited.
Thursday 11 December 2025
Fed rate cut sparks short-lived market rally, says Pegatron's Tung

Pegatron chairman T.H. Tung said the Federal Reserve's 25-basis-point cut matched market expectations and would inject more liquidity into financial markets, supporting equities, real estate, and other assets in what he described as a brief global upswing.

Thursday 11 December 2025
Game console EMS accelerates shift from China as US tariffs persist
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have recently filed factory applications in Bac Ninh, Vietnam, aiming to expand production capacity outside China and reduce tariff exposure for major clients like Sony and Microsoft.
Thursday 11 December 2025
Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25
Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November 2024. The company's cumulative revenue for the first 11 months of 2025 reached NT$1.01 trillion, down 0.55% year-over-year.
Wednesday 10 December 2025
Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules
Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may edge out GPUs in some LLM workloads, yet Nvidia's end-to-end stack, from CUDA to silicon to systems, keeps its lead firmly intact, reinforced further by the Jetson Thor platform for edge AI.
Tuesday 9 December 2025
China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by AI-server demand, shifting device cycles, and the rise of robotics as a new growth frontier. While Taiwanese EMS/ODM leaders continue to dominate AI-server production, Chinese firms are aggressively charting their next phase of expansion by entering the robotics and embodied-intelligence hardware market. Two companies at the center of this transition are Lingyi iTech and Lens Technology, both of which are extending their manufacturing capabilities into robotics components, applications, and integrated systems.

Monday 8 December 2025
3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers.
Monday 8 December 2025
Foxconn leads global EMS market with strong AI and Apple momentum
According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with Foxconn (Hon Hai Precision) maintaining its position as the world's largest contract manufacturer in the third quarter of 2025, driven by growth in artificial intelligence (AI) and its close ties with Apple.
Monday 8 December 2025
EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025
DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while Apple's impact became more pronounced starting in the second half.
Friday 5 December 2025
Foxconn reports record November sales, sees clearer 4Q25 demand
Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025 climbed to NT$7.24 trillion, up 16.63% year-over-year and a record for the period.
Friday 5 December 2025
Dixon Technologies set to enter global top 20 EMS/ODM rankings amid rapid growth
India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional and global supply chains. DIGITIMES' latest data for the third quarter of 2025 shows Dixon climbing to 22nd in global EMS/ODM revenue rankings, up from 31st in the first quarter of 2024, signaling an unprecedented growth trajectory.
Friday 5 December 2025
North American EMS firms gain new influence as AI transforms the industry

With third-quarter 2025 earnings now in, DIGITIMES' latest global EMS/ODM rankings point to a turning of the tide: generative AI is triggering a structural shift that is reshaping the balance of power across the global electronics manufacturing supply chain.

Wednesday 3 December 2025
AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president
The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments.
Wednesday 3 December 2025
Tariffs are here to stay, and global supply chains may never look the same
As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid the evolving trade and technological landscape under US President Donald Trump's second administration. Lo stressed that Taiwan's companies can no longer rely on a single-market, single-production-base model due to rising trade barriers and regionalized production.
Wednesday 3 December 2025
Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies
Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.
Wednesday 3 December 2025
North American EMS providers see growth from AI data-center boom
North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.
Wednesday 3 December 2025
3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift in the technology industry and reshaped market power. It remains the most critical factor affecting EMS/ODM companies' growth this quarter and influenced the reshuffling of the rankings.
Tuesday 2 December 2025
Foxconn becomes critical supplier for both Nvidia GPU and Google TPU AI racks
Artificial intelligence (AI) has remained one of the few sectors with sustained global momentum over the past two years, but the underlying architecture of AI computing is shifting. ChatGPT sparked a GPU-led surge driven by Nvidia, while Google's Gemini 3 has redirected attention to AI servers built on its proprietary TPU accelerators.
Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports and mounting engineering challenges, underscoring the Tata Group's broader push to scale electronics and semiconductor manufacturing.
Monday 1 December 2025
India roundup: India launches US$820M scheme to secure local rare earth supply
India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.
Friday 28 November 2025
Jufan rides the ‘clean-tech squeeze’ as hydraulics push into chips, clinics, and robots
Driven by a global upgrade in advanced manufacturing, hydraulic components are expanding beyond traditional heavy industries into semiconductor, medical, and precision equipment sectors. At its recent investor conference, Jufan expressed optimism about growth in semiconductors, molds, medical devices, and machine tools, projecting continued operational expansion in 2026.