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    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    4h 29min ago
    MediaTek pursues dual advanced packaging strategy amid Google ASIC push
    4h 29min ago
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    4h 29min ago
    China’s fiber optic industry evolved from catch-up to supply chain scale
    4h 29min ago
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    4h 30min ago
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    4h 30min ago
    NEWS TAGGED EMS
    Wednesday 13 May 2026
    Dixon Technologies sees margin pressure as stagnation offsets full-year growth
    Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter...
    Tuesday 12 May 2026
    AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

    Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

    Friday 8 May 2026
    AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
    Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...
    Friday 8 May 2026
    AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

    As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

    Friday 1 May 2026
    OpenAI demand doubts cast shadow over AI server supply chain

    OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

    Monday 27 April 2026
    Foxconn's 48% export surge cements India's role in Apple's supply chain
    India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...
    Wednesday 15 April 2026
    Taiwan EMS players advance automotive ambitions with integrated mobility solutions
    Kinpo Group's subsidiaries showcased integrated smart mobility technologies at Autotronics Taipei, highlighting the implications for global automakers and suppliers seeking end-to-end...
    Tuesday 14 April 2026
    March 2026 revenue for ODM/EMS surged on back of AI server demand
    Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
    Monday 13 April 2026
    Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
    The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced...
    Sunday 12 April 2026
    How long can the AI server ODM boom last as growth begins to slow
    Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
    Sunday 15 March 2026
    AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
    Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
    Thursday 5 March 2026
    Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

    Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

    Tuesday 24 February 2026
    Analysis: Foxconn's India semiconductor push signals deeper localization and supply-chain shift
    Foxconn's move from assembly to semiconductor packaging in India marks a strategic deepening that could accelerate local supply-chain integration and influence global EMS competition,...
    Tuesday 27 January 2026
    Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues
    Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2%...
    Monday 26 January 2026
    Pegatron bullish on AI server industry, chair sees 2026 as breakout year
    Booming demand for artificial intelligence (AI) servers has fueled strong momentum for electronic manufacturing services (EMS) firms, with the surge also reflected in capital markets...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook