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 in the technology industry and reshaped market power. It remains the most critical factor affecting EMS/ODM companies’ growth this quarter and influenced the reshuffling of the rankings.

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China’s Kingboard raises prices again as copper and fiberglass costs soar

Following price-hike announcements from Taiwan’s major copper-clad laminate (CCL) makers, including Nan Ya, China’s market leader Kingboard Laminates Holdings has issued its third price increase in less than a year, citing a sharp surge in copper prices, tightening supplies of electrolytic copper, and an increasingly strained fiberglass market. Confronted with mounting cost pressures, the company said it would implement broad price adjustments on all materials beginning December 1.

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BizLink to acquire XFS Communications, expand optical interconnect business

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical interconnect capabilities as demand for high-speed links in AI data centers accelerates. The company expects the deal to close in the first quarter of 2026, after which XFS will be folded into BizLink’s High Performance Computing Business Unit.

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South Korea taps nuclear power plants for hydrogen production and decarbonization

Facing rapid growth in renewable energy, increased grid dispatch pressures, and decarbonization demands from hard-to-electrify industries like refining and petrochemicals, South Korea is combining existing nuclear power plants with water electrolysis technology to achieve a low-carbon, stable, and large-scale hydrogen supply. Korea Hydro & Nuclear Power (KHNP) has moved beyond basic research and, with government support, has begun verification projects.

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