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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...

Friday 5 December 2025
Taiwan's Anli's drone program reaches mass production, setting stage for 2026 expansion
Anli International Chairman Chen-Kun Hsu says the company's push into two major markets—automotive components and server hardware—is beginning to take shape. At the same...
Thursday 4 December 2025
Tong Yang sees 1% revenue rise in November; new plant to finish by end of 2026
Tong Yang reported consolidated self-declared revenue of NT$2.218 billion (approx. US$70.9 million) for November 2025, up 1% from October and marking the highest monthly figure in...
Thursday 4 December 2025
Tera Auto Tech eyes military and AI growth, optimistic for 2026
Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually,...
Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Thursday 4 December 2025
Lenovo cuts entire Shanghai ISG team in sweeping restructure
Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny...
Thursday 4 December 2025
Eris Tech targets data center opportunities; Nexperia chip crisis effects to surface in 2026
To meet the rising power management demands of AI data centers, power semiconductor company Eris Technology has begun deploying AI power components, and its subsidiary Yea Shin Technology...
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel...
Wednesday 3 December 2025
OpenAI declares 'code red': tests ad formats as Google gains ground
OpenAI has declared a "code red" status, concentrating efforts on improving ChatGPT and delaying other initiatives such as advertising, according to Reuters, citing
Wednesday 3 December 2025
Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers
Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding...
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
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...
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...
Tuesday 2 December 2025
Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain
Foxconn Industrial Internet (FII), a Foxconn subsidiary, is continuing to expand its strategic investments in artificial intelligence (AI) compute infrastructure. Foxconn announced...
Tuesday 2 December 2025
AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026
Acer Cyber Security (ACSI), a leading cybersecurity firm under the Acer Group, is setting AI and cloud services as its core operational focus for 2026. General manager I-Nan Wu highlighted...