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NEWS TAGGED EMS WATCH
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...

Wednesday 29 April 2026
Data center power and cooling overhaul will reshape global AI infrastructure
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
Wednesday 29 April 2026
Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
Tuesday 28 April 2026
Wistron's InnoSky Apex merges with GEOSAT Aerospace to expand drone operations
Wistron Group announced that its wholly owned subsidiary, InnoSky Apex, will absorb and merge with GEOSAT Aerospace & Technology. Wistron invested in GEOSAT Aerospace in 2024,...
Monday 27 April 2026
India roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

India is accelerating its semiconductor ambitions, from Micron Technology's Sanand ramp to new...

Wednesday 22 April 2026
Commentary: Apple CEO change sounds alarm for China suppliers
Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had...
Monday 20 April 2026
Lens supplies 132 core components for Honor humanoid robot program, reinforcing role in embodied intelligence manufacturing
Lens Technology supplied 132 types of core metal structural components for Honor's humanoid robot program, underscoring its expanding role in embodied intelligence manufacturing and...
Monday 20 April 2026
India roundup: China's supply-chain squeeze tests India's industrial rise

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure...

Friday 17 April 2026
Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers
Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...
Friday 17 April 2026
EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Friday 17 April 2026
Foxconn shifts US plant from simulation to operation with AI-driven factory setup
Foxconn's US AI factories could reshape global electronics supply chains by accelerating US-based AI server production and offering a replicable smart factory model for overseas sites...
Thursday 16 April 2026
Tata steps up iPhone manufacturing investments with fresh capital infusion
India's Tata Group has injected fresh capital into its electronics manufacturing arm, Tata Electronics, as it accelerates efforts to scale up iPhone production and strengthen its role...