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!

Subscribe Now

IN THE NEWS

Wednesday 6 May 2026

Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook

Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.

Tuesday 5 May 2026

Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition

Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...

Monday 4 May 2026

Foxconn shoots for the stars — and Starlink's playbook

Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX...

Monday 4 May 2026

Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain

Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...

Monday 4 May 2026

Foxconn says Tucheng probe limited to employees and does not affect operations

Foxconn announced that a recent search at its Tucheng facility was focused on alleged misconduct by certain employees and did not have a material impact on the company's finances,...

Sunday 3 May 2026

Taiwan's Hsin-li Chemical to acquire up to 30% of golf equipment distributor Dacome in tender offer

Hsin-li Chemical, a subsidiary of Taiwan's Sun Yad Group, said it plans to launch an over-the-counter tender offer for shares of Dacome,...

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...

1/36 pages