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    NEWS TAGGED EMS WATCH
    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 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...

    Friday 13 February 2026
    Quanta boosts Thailand investment to expand AI server capacity
    Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
    Friday 13 February 2026
    Foxconn founder hands out $95m in bonuses as company targets $290bn in sales
    Foxconn Technology Group held its 2026 All-Foxconn Sports Games on February 12, drawing 17,000 employees and family members and more than 30,000 participants in total. Chairman Young...
    Friday 13 February 2026
    A tariff truce with teeth: US–Taiwan pact shields chips from Section 232 shocks
    US Ambassador Jamieson Greer oversaw the signing of a comprehensive Agreement on Reciprocal Trade between the US and Taiwan on February 12, 2026. The agreement, reached under the auspices...
    Thursday 12 February 2026
    Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
    As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation...
    Tuesday 10 February 2026
    Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
    Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...
    Monday 9 February 2026
    EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
    Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...
    Friday 6 February 2026
    Pegatron partners with Sysgration to expand BBU for US-made AI servers
    Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook