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NEWS TAGGED EMS WATCH
Sunday 1 February 2026
China controls 80% of global AI glasses production
China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...
Friday 30 January 2026
Dixon gears up for massive scale-up amid global memory volatility
Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply...
Thursday 29 January 2026
Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
Thursday 29 January 2026
Why can't tech giants escape China's smartphone production grip?
Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
Tuesday 27 January 2026
Sanmina reports surge in revenue driven by AI infrastructure expansion
Sanmina announced a robust start to fiscal year 2026, reporting a 59% year-over-year increase in revenue for its first quarter ended December 27, 2025. The company's performance was...
Tuesday 27 January 2026
Pan-International eyes humanoid robot supply chain with Foxconn, Magnax backing

Artificial intelligence applications have entered the era of Physical AI. While the robotics industry has evolved over many years, humanoid...

Tuesday 27 January 2026
Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise
Kentec, a subsidiary of Kenmec Mechanical Engineering, is on track to achieve a significant profit turnaround by 2026 as it addresses rising demand for AI server cooling technology...
Monday 26 January 2026
Jabil names longtime director Steve Raymund chair
Jabil said on January 22, 2026, that longtime director Steve Raymund has been appointed chairman of its board, while Thomas T. Edman and Raejeanne Skillern have joined as new direc...
Monday 26 January 2026
Foxconn leads EMS/ODM rankings on AI servers and Apple boost
Honhai Precision posted strong revenue growth in the fourth quarter of 2025, driven by robust shipments of high-end AI servers and the launch of Apple's new iPhone generation. The...
Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026

DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

Monday 26 January 2026
Pegatron aims for growth in AI servers and automotive sectors amid market challenges
Pegatron is intensifying efforts in its AI servers business and expanding new ventures to sustain growth, according to statements from Co-CEO Gary Cheng. The company expects double-digit...
Monday 26 January 2026
Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...
Saturday 24 January 2026
Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years...
Friday 23 January 2026
Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform
Foxconn Industrial Internet (FII), a subsidiary of Foxconn (Hon Hai Precision), outlined ambitious plans to reposition itself as a key manufacturing platform within the global artificial...
Friday 23 January 2026
Compal chair celebrates 50 years with Kinpo Group amid Taiwan's demographic concerns
At a year-end banquet on January 22, 2026, Kinpo Group president Rock Hsu paid tribute to Compal Electronics chairman Ray Chen, who is celebrating 50 years with the group ahead of...