News tagged EMS Watch at DIGITIMES

NEWS TAGGED EMS WATCH

Friday 15 May 2026

Foxconn says AI server mix and consignment model will drive annual shipments to more than double

Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...

Friday 15 May 2026

Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk

Foxconn confirmed a cyberattack on some of its North American facilities on May 12. Affected plants continued normal production, the company said, while its cybersecurity team activated...

Thursday 14 May 2026

Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover

China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...

Thursday 14 May 2026

AI surge fuels patent race in server cooling with Taiwan firms among global leaders

A Taiwan Intellectual Property Office report released in 2026 showed that AI demand accelerated a global patent race in data center and server cooling technologies, with Inventec,...

Thursday 14 May 2026

Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say

Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...

Thursday 14 May 2026

Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers

Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny...

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...

Wednesday 13 May 2026

Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge

Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...

Wednesday 13 May 2026

Foxconn breach underscores rising cybersecurity threats facing Apple suppliers

Hon Hai Precision Industry, also known as Foxconn, said some of its facilities in North America were hit by a cyberattack, according to a corporate filing released on Monday.

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...

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...

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Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook