CONNECT WITH US
NEWS TAGGED EMS WATCH
Wednesday 11 March 2026
Inventec ramps up 2026 capex in US to meet growing AI order demand
Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company...
Wednesday 11 March 2026
MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint
MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained...
Wednesday 11 March 2026
India's Optiemus approves further equity investments in two wholly owned subsidiaries
Optiemus Infracom Limited informed stock exchanges that its Operations & Administration Committee approved further investments in two wholly owned subsidiaries in a meeting held...
Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
Monday 9 March 2026
Jabil to wind down Clinton facility, shift production to Devens
Contract manufacturing giant Jabil plans to wind down operations at its Clinton, Massachusetts, facility and consolidate production at its nearby site in Devens, according to company...
Monday 9 March 2026
Exclusive: Compal advances Direct to Cell work, integrates communication modules into satellites
Compal Electronics Inc. is developing Direct-to-Cell (D2C) technology for smartphones and has begun integrating communication modules into satellites while negotiating with several...
Friday 6 March 2026
Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected...

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 3 March 2026
Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...
Monday 2 March 2026
Taiwanese electronics firms showcase AI-driven connectivity and 5G infrastructure at MWC 2026
At MWC 2026 in Barcelona, Taiwanese electronics companies are highlighting how AI, edge computing, and next-generation connectivity are converging to reshape telecom and enterprise...
Monday 2 March 2026
India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise,...

Tuesday 24 February 2026
Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.
The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting...
Tuesday 24 February 2026
US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues
The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including...
Friday 20 February 2026
AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
Monday 16 February 2026
India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's...