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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.

    DIGITIMES 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
    Monday 7 September 2026
    Foxconn revenue climbs on AI server demand, outlook improves
    Foxconn said August sales rose sharply from a year earlier as demand for AI servers and related hardware continued to lift its cloud and networking business. The latest update suggests...
    Monday 7 September 2026
    India roundup: India expands chip ambitions with full Semicon 2.0 notification

    India's technology sector is gaining momentum across semiconductors, connectivity, AI payments,...

    Monday 31 August 2026
    Asus launches physical AI business group, shifting from EMS to humanoid robots
    Asustek Computer (Asus) is accelerating its artificial intelligence (AI) transformation plan, announcing the rebranding of its AIoT Business Group into the Physical AI Solutions Business...
    Thursday 27 August 2026
    Foxconn reportedly weighs major India expansion as global manufacturing footprint grows
    Hon Hai Technology Group, better known as Foxconn, is expanding its global manufacturing footprint through new land acquisitions, factory development, and capacity upgrades as demand...
    Tuesday 25 August 2026
    Luxshare breaks beyond consumer electronics: Auto sales soar 274%, data centres jump 50%
    Luxshare Precision posted a 40.16% rise in first-half 2026 revenue as rapid growth in automotive electronics, communications and data-centre products reduced its reliance on consumer...
    Tuesday 25 August 2026
    Kaynes Technology and BOSGAME sign MoU to expand India market presence
    Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands...
    Tuesday 25 August 2026
    Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified
    AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...
    Monday 24 August 2026
    Interview: Inside Foxconn's playbook for the sovereign AI data center race
    Foxconn is repositioning its AI data center business around system integration, modular deployment, and sovereign computing, as the rapid growth of GPU infrastructure changes how customers...
    Monday 24 August 2026
    India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme
    India has announced an INR625 billion (US$6.53 billion) Mobile Phone Manufacturing Scheme aimed at moving the country's electronics industry beyond large-scale assembly and toward...
    Friday 21 August 2026
    Taiwan automation shifts from hardware specs to AI platforms and open robot architectures
    Taiwan's automation industry is moving beyond the traditional race over robot-arm payload, servo precision, and sensor resolution. At the 2026 Automation Taipei and Taiwan Automation...
    Friday 21 August 2026
    Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
    The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
    Wednesday 19 August 2026
    Amber's Oppo deal signals India's shift from smartphone assembly to deeper electronics manufacturing

    Amber Enterprises India's planned entry into smartphone manufacturing could mark a further step in India's effort to move beyond final...

    Monday 17 August 2026
    Tata succession clouds outlook for chips, clean energy, data centers

    Tata's leadership transition may shape the pace of one of India's biggest industrial bets. The group's planned spending on chips, clean...

    Monday 17 August 2026
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
    Monday 17 August 2026
    India roundup: India's electronics push gains momentum as water, China ties, chip incentives collide

    India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

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