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    EMS Watch
    Tracking the shifts and strategies of global EMS firms amid evolving supply chains.
    "EMS Watch" is a series of articles that analyze the dynamic landscape of global EMS and ODM firms, diving deep into ranking changes, strategic positioning, and their critical role in enabling AI servers, XR/MR devices, and next-generation technologies beyond semiconductors.

    DIGITMES Asia provides basic users with unlimited access to toll-free articles. Sign up for free subscription now to continue your reading!

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    IN THE NEWS
    Wednesday 1 April 2026
    Foxconn advances AI supply chain localization, splitting work between US and Mexico
    Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...
    Tuesday 31 March 2026
    Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
    China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
    Tuesday 31 March 2026
    India approves new electronics component projects to deepen domestic supply chain
    India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts...
    Monday 30 March 2026
    PLI incentives drive incremental gains in India's electronics and automotive manufacturing
    India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked...
    Wednesday 25 March 2026
    Ramon.Space and Foxconn unit team to develop orbital data centers
    Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial...
    Monday 23 March 2026
    Taiwan central bank revise 2027 GDP growth upward
    Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic...
    Monday 23 March 2026
    India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

    India is rapidly positioning itself as a strategic hub for semiconductors, clean energy, and advanced...

    Thursday 19 March 2026
    Foxconn Interconnect Technology pushes deeper into AI infrastructure with photonic-thermal integration play
    Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain...
    Thursday 19 March 2026
    Strong quarter for Jabil fueled by smart infrastructure and automotive demand
    Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...
    Wednesday 18 March 2026
    Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC
    On March 18, Foxconn (Hon Hai) announced a strategic partnership with SAP to accelerate the adoption of next-generation enterprise artificial intelligence across the Asia-Pacific region...
    Wednesday 18 March 2026
    Wistron eyes sales model shift as AI server volume squeezes margins
    Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
    Tuesday 17 March 2026
    Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink
    Dixon Technologies (India) Limited disclosed on 16 March that it has issued a guarantee for its wholly owned unlisted material subsidiary, Padget Electronics Private Limited, in favour...
    Tuesday 17 March 2026
    Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

    Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films,...

    Monday 16 March 2026
    Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
    Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
    Monday 16 March 2026
    India roundup: A reality check of chipmaking dream
    Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
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