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Friday 25 July 2025
Flex lifts full-year forecast on record 1Q25 profit, AI data center demand
Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence technologies.
Thursday 24 July 2025
Powertech reroutes supply chain to Vietnam as high-end PDU nears certification
Powertech Industrial Co. is accelerating its shift to Vietnam, redirecting more than 60% of its procurement budget to mitigate risks tied to escalating US-China trade tensions. With President Donald Trump back in office and Vietnam's tariff policy now clarified, the company is capitalizing on renewed growth opportunities. Previously stalled orders are gradually resuming amid improved policy visibility.
Thursday 24 July 2025
1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst and VP of the International Business Unit at DIGITIMES, the top 20 EMS/ODM players were assessed by revenue. The findings show that AI data centers — rather than smartphones or PCs — are now the dominant force influencing company performance and industry dynamics.

Wednesday 23 July 2025
Quiet dominance on global sensor: Inside Goertek Microelectronics' second Hong Kong IPO bid
Goertek Microelectronics Inc., a spin-off from Shenzhen-listed Goertek Inc., has refiled its prospectus for a listing on the main board of the Hong Kong Stock Exchange. This marks its second attempt after a previous application lapsed earlier in 2025, as the company targets growth in the global smart sensing and system-in-package (SiP) market.
Wednesday 23 July 2025
Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components
Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026, the company outlined plans to boost capacity, localize key components, and capture a larger share of India's smartphone and display manufacturing market.
Wednesday 23 July 2025
Dixon crowned India's mobile phone manufacturing leader
Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With nearly 9.66 million smartphones shipped, the company solidified its position as India's top domestic handset maker while accelerating its push into export markets.
Wednesday 23 July 2025
Dixon revenue soars on EMS, mobile strength as India gains manufacturing tailwind
On July 22, Dixon Technologies reported strong financial results for the first quarter of fiscal year 2025, driven largely by its fast-growing Mobile and Electronics Manufacturing Services (EMS) division. The company posted a net income of INR2.25 billion (approx. US$26.06 million), marking a 68% year-over-year increase, while revenue surged 95% to INR128.4 billion for the three-month period ending June 2025.
Tuesday 22 July 2025
Foxconn-Google tie-up rumors swirl as key meeting looms
Alphabet, Google's parent company, will hold a Made by Google hardware event on August 20, 2025, in New York. The event will feature new products and is expected to include a key meeting between Foxconn chairman Young Liu and Google CEO Sundar Pichai, with growing speculation about possible partnerships in electric and autonomous vehicles.
Monday 21 July 2025
India roundup: Tesla's long-awaited showroom in India
Tesla finally set up its first show room in India after a nine-year journey amid steep Indian duties against importe vehicles. India looks to attract investments from financial institutions to Gujarat as the state is building itself as a chip hub.
Friday 18 July 2025
Kaynes electronics investment signals central India's rise in global EMS shift
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech facility in Bhopal, highlighting Central India's growing role in the country's push to attract electronics production beyond China.
Thursday 17 July 2025
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved the funding on July 16, 2025, which will be allocated to WisLab EMS Corporation, a wholly owned subsidiary of Wistron. The investment is intended to enhance the site's capacity for developing, testing, and manufacturing advanced AI servers.
Wednesday 16 July 2025
Dixon's new deals with Chinese firms test India's evolving stance on FDI post-Galwan
India's Dixon Technologies has signed two new agreements with Chinese firms, a joint venture and an acquisition, in a move that could test the central government's evolving approach to foreign direct investment (FDI) from China following the Galwan Valley clash in 2020. These deals bring Dixon's total tie-ups with Chinese partners to five, each awaiting FDI approval by the Indian government.
Tuesday 15 July 2025
Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth
Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14 disclosure, the Shanghai-listed ODM projected revenue between CNY83–84 billion (US$11.6–11.7 billion), representing a 110.7% to 113.2% year-over-year increase. Net profit attributable to shareholders is expected to reach CNY1.87–1.90 billion, up 44.8% to 47.2% from the previous year.
Tuesday 15 July 2025
China's TPV slips into the red in 1H25 on weak margins, FX headwinds

TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx. US$62 to 68 million) for the first half of 2025, according to a July 11 earnings forecast. The projected loss marks a significant swing from a CNY53.39 million profit in the same period last year.

Monday 14 July 2025
Foxconn affiliate bets on robotics, eyes axial motor breakthrough by year-end
Foxconn-affiliated company Pan-International Industrial Corp. (PI) is ramping up its shift toward next-generation technologies, targeting electric motors and robotics as key growth drivers over the next three to five years, according to chairman Lee Kuang-yao.
Monday 14 July 2025
Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem
MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan's Phison Electronics, is positioning itself as a key player in India's push for semiconductor self-reliance by focusing on AI-driven NAND storage solutions and intelligent computing infrastructure that are both designed and made in India.
Monday 14 July 2025
Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely
Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US intensify scrutiny of Apple's manufacturing strategy and its reliance on China.
Friday 11 July 2025
India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push
Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme. The push reflects a strategic shift away from Chinese alliances amid foreign direct investment curbs and rising geopolitical tensions.
Thursday 10 July 2025
Jabil's infrastructure bet pays off with explosive AI-fueled growth
As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term contracts and outmaneuver rivals. Amid surging demand for advanced data center infrastructure, the company's targeted investments in US-based manufacturing, thermal management technologies, and factory automation are positioning it as a key beneficiary of this accelerating industry shift.
Thursday 10 July 2025
India's Sahasra strengthens European presence with metering, supply chain partnerships
Sahasra Electronic Solutions Limited (SESL), part of the India-based Sahasra Group of Companies, has announced two strategic developments aimed at expanding its international footprint in the electronics manufacturing services (EMS) industry, including a new metering product launch and a formalized supply chain partnership in Europe.
Wednesday 9 July 2025
Kaynes Technology to set up electronics unit in Kerala with US$58M investment
India-based EMS provider Kaynes Technology is expected to open a new manufacturing unit in Kerala. The company will receive land in Perumbavoor Industrial Park, developed by KINFRA, following approval from State Industries Minister P. Rajeeve after a site visit and discussions.
Wednesday 9 July 2025
Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO
Luxshare Precision, Lens Technology, and Goertek, China-based top-tier suppliers of Apple, are racing toward IPOs on the Hong Kong Stock Exchange (HKEX) as they seek capital to fuel transformation amid US-China trade frictions and supply chain realignments. Long defined by iPhone-related business, the trio is now banking on public listings to fund their next chapter in global manufacturing.
Monday 7 July 2025
Nissan reportedly in talks with Foxconn to explore electric vehicle production at Oppama plant
Nissan Motor is engaging in discussions with Taiwan's Foxconn to potentially use its Oppama plant in Kanagawa Prefecture for electric vehicle (EV) production. This move forms part of Nissan's broader plan to restructure and optimize its manufacturing operations, according to Nikkei, Reuters, and Yomiuri.
Monday 7 July 2025
Talent crunch in Vietnam puts Luxshare's investment plans in limbo
Apple supplier Luxshare-ICT (also known as Luxshare Precision) has called on the Vietnamese government to address ongoing skilled labor shortages and bureaucratic inefficiencies in Nghe An province, warning that unresolved issues could limit its future investment plans in Vietnam.
Monday 7 July 2025
Foxconn sees year-over-year June growth, hit by currency woes
Foxconn's June 2025 revenue rose 10.09% year-over-year to NT$540.24 billion (approx. US$18.62 billion), driven by strong AI cloud demand, but fell 12.26% from May due to currency headwinds. The company remains cautiously optimistic for the second half, expecting seasonal ICT growth while monitoring geopolitical risks and fluctuating exchange rates.