NuAxiSemiconductor trade intelligence

Global EMS grew in 2025 – Europe watched from the sidelines

What happened

Global EMS market grew in 2025, driven by AI and cloud data center infrastructure, with Wistron, Quanta, and YWIN seeing over 100% growth. Europe saw minimal participation, except for a Foxconn outlier in Hungary. Asian capital is increasingly entering the European EMS market, driving consolidation.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

AI ChipsServer Components

WistronQuanta ComputerYWINFoxconnCicorTT Electronics

market_analysisai_demandems_growthasian_capital

Source and time

Source: Evertiq · 6/1/2026 · View original source

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Global EMS grew in 2025 – Europe watched from the sidelines

What happened

Impact and signal

Affected components and suppliers

Source and time

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