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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.

Monday 7 July 2025

India roundup: India's EMS under the shadow of G2 rivalry

China is reportedly slowing down Apple's diversification endeavors, impacting India. India reportedly eyes 2D chip materials for a technology leap.

Friday 4 July 2025

Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to 20%, while imposing a 40% levy on transshipped goods. Although the full policy details have yet to be released, connector and cable suppliers say the Vietnam deal provides a provisional reference point amid broader uncertainty over regional tariff policies.

Friday 4 July 2025

China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of a Level 10 (L10) full-system joint design manufacturing (JDM) project. The lightweight edge AI server, co-developed with a major international client, targets deployment in healthcare, retail, and industrial applications across Europe and North America.

Friday 4 July 2025

China-India rivalry forces Foxconn to rethink manpower strategy

As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling Chinese engineers from its Indian operations, highlighting the complex China-India dynamics shaping global industry.

Thursday 3 July 2025

Luxshare to list in Hong Kong as part of global strategy, joins wave of Apple suppliers

Luxshare Precision Industry Co., a key supplier to Apple and a leading player in China's electronics manufacturing sector, plans to issue H-shares and list on the Hong Kong Stock Exchange (HKEX). The initiative aims to support its global expansion strategy, boost access to international capital, and improve corporate governance and transparency.

Thursday 3 July 2025

Foxconn's recall of hundreds of Chinese staff from India iPhone plant siren concerns over Apple's South Asia strategy

Foxconn has instructed hundreds of Chinese engineers and technicians at its iPhone assembly plant in southern India to return to China, according to a Bloomberg report. Sources familiar with the matter said most Chinese employees were notified over the past two months, and more than 300 have already left. Only a limited number of Taiwanese support personnel remain on site.

Tuesday 1 July 2025

Dixon sees order diversification as clients split smartphone volumes among rivals

Dixon Technologies, India's largest EMS provider, is seeing a shift in its smartphone manufacturing business as key clients begin splitting orders with competing suppliers.

Tuesday 1 July 2025

Sharp to divest smartphone camera module business to Foxconn subsidiary for JPY2.4 billion

Sharp announced on June 30 that it will sell its smartphone camera module business, including SAIGON STEC CO., LTD. (SSTEC), to Fullertain Information Technologies Ltd. – B.V.I., a subsidiary of its parent company, Foxconn. The deal is valued at approximately JPY2.4 billion (approx. US$16.6 million) and encompasses the transfer of SSTEC's shares and fixed assets.

Monday 30 June 2025

Kinpo Group adopts cautious stance amid tariff uncertainties, plans capacity expansions

In an earnings call on June 27, 2025, Kinpo general manager Wei-Chang Chen acknowledged that tariff uncertainties have led some clients to adopt a more conservative purchasing approach. However, Chen emphasized that the full impact will only become clear once tariff policies are finalized. Looking ahead to the remainder of 2025, Kinpo aims to maintain full-year performance at levels comparable to 2024, measured in US dollars.

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