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

Friday 23 May 2025

Nvidia calls robots next trillion-dollar play; Foxconn, Pegatron answer

Nvidia CEO Jensen Huang has positioned humanoid robots as the next multi-trillion-dollar industry. While the US, China, and Europe are racing ahead with development, and Japan begins...

Friday 23 May 2025

Computex 2025 highlights Taiwan's leadership in advanced liquid cooling technologies

Computex 2025 closed on a high note, marked by a substantial uptick in attendees, exhibitors, and product launches. A major highlight of this year's event was the evolution of thermal...

Thursday 22 May 2025

Inventec expands in Texas and Thailand to meet growing AI server demand

Taiwan-based Inventec is ramping up its global production capabilities in response to rising geopolitical risks and growing demand for AI servers. The company is expanding its manufacturing...

Thursday 22 May 2025

Foxconn taps Africa, unveils AI care tech at GTC

Foxconn is accelerating its entry into the digital health sector, unveiling a series of AI-driven healthcare solutions at the 2025 GTC Taipei. Key announcements included the launch...

Thursday 22 May 2025

Foxconn's Karnataka plant to begin shipping iPhones in June

According to Mint, citing M B Patil, Cabinet Minister for Large & Medium Industries and Infrastructure Development in Government of Karnataka, confirmed on X that Foxconn's...

Wednesday 21 May 2025

Dixon deepens component play, eyes revenue boost from Inventec JV

Dixon Technologies is scaling long-term growth through deeper component integration and a strategic joint venture (JV) with Inventec, targeting INR20 billion (US$233.7 million) revenue...

Wednesday 21 May 2025

Computex 2025: Quanta's server production near full capacity; expansion plans hinge on US tariff policies

Mike Yang, Quanta Cloud Technology (QCT) general manager and Quanta senior vice president, highlighted the robust demand for AI servers, forecasting continuous quarter-over-quarter...

Wednesday 21 May 2025

Computex 2025: Jensen Huang urges Taiwanese tech firms to boost software investment for AI future

On May 20, Young Liu, chairman of Foxconn and recently took over as the 27th chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), sought strategic...

Wednesday 21 May 2025

Inventec, Solomon, Nvidia collaborate on automation solution

Inventec has collaborated with Nvidia and Solomon to develop an exclusive collaborative robot (cobot) system that is entering a new era of automation. The system seamlessly integrates...

Tuesday 20 May 2025

Foxconn's Young Liu unveils '3+3+3=∞' AI strategy, partners with Nvidia on AI Factory

Computex 2025 commenced with Foxconn chairman Young Liu delivering a landmark keynote address, marking his inaugural appearance as a featured speaker. Liu articulated Foxconn's advancements...

Tuesday 20 May 2025

Tata Electronics reportedly moves beyond iPhone enclosure manufacturing into handset assembly

Tata Electronics is reportedly expanding its Apple business from iPhone enclosure manufacturing to mobile phone assembly at its new Hosur facility as Apple faces pressure to reduce...

Tuesday 20 May 2025

Foxconn injects US$1.5 billion into Indian subsidiary amid Apple diversification

Foxconn Singapore Pte Ltd, a subsidiary of Foxconn, has announced a capital injection into its Indian subsidiary, Yuzhan Technology (India) Private Limited, as part of a long-term...

Tuesday 20 May 2025

Computex 2025: Pegatron flexes liquid-cooled GPU racks built for AI data center era

Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex...

Monday 19 May 2025

India roundup: Made in US, China, or India? Global supply tug-of-war deepens

As Apple expands in India and Trump pushes for US production, a global tug-of-war over manufacturing and supply chains underscores the...

Saturday 17 May 2025

Wistron warns US tariffs complicate global trade, urges realistic job expectations

Wistron chairman Simon Lin remarked that the US tariff policies have complicated the business environment, ending the era of harmonious global trade. He urged business leaders to...

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