NuAxiSemiconductor trade intelligence
Top 100 EMS and ODM providers grow 23% in 2025 as AI infrastructure drives market
What happened
The top 100 EMS/ODM providers grew 23% in 2025, driven by AI data center demand, with Wistron (+109%), Quanta (+56%), and Wiwynn (+164%) leading. This growth is highly concentrated, with 14 companies accounting for 91% of the revenue increase among the top 100. 利多: Concentrated demand from major EMS/ODMs signals sustained, high-volume consumption of memory components (DRAM/NAND) for AI infrastructure, warranting close monitoring of supply chain allocations.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
DRAMNAND Flash
demand-surgemarket-concentrationAI-infrastructure
Source and time
Source: Evertiq · 3/6/2026 · View original source
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