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    NEWS TAGGED EMS WATCH
    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...

    Thursday 7 May 2026
    Inventec sees strong NB and server demand but warns of component-driven margin pressure
    Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
    Thursday 7 May 2026
    Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
    Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

    Wednesday 6 May 2026
    Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook
    Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.
    Tuesday 5 May 2026
    Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition
    Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...
    Monday 4 May 2026
    Foxconn shoots for the stars — and Starlink's playbook
    Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX...
    Monday 4 May 2026
    Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
    Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...
    Monday 4 May 2026
    Foxconn says Tucheng probe limited to employees and does not affect operations
    Foxconn announced that a recent search at its Tucheng facility was focused on alleged misconduct by certain employees and did not have a material impact on the company's finances,...
    Sunday 3 May 2026
    Taiwan's Hsin-li Chemical to acquire up to 30% of golf equipment distributor Dacome in tender offer

    Hsin-li Chemical, a subsidiary of Taiwan's Sun Yad Group, said it plans to launch an over-the-counter tender offer for shares of Dacome,...

    Saturday 2 May 2026
    Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

    China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to...

    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...

    Thursday 30 April 2026
    Quanta eyes strong 2026 server demand as general-purpose orders surge
    Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
    Wednesday 29 April 2026
    Apple supplier Luxshare sees profits rise, but cash flow remains weak

    Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

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    Research Report Database
    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