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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
    Friday 12 June 2026
    AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
    Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...
    Friday 12 June 2026
    Asus begins local gaming laptop production in India

    Asus has announced plans to begin making gaming laptops in India this financial year — a move that could reshape supply chains,...

    Friday 12 June 2026
    Sharp lays out 2026 growth strategy with AI servers as top priority
    Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching...
    Thursday 11 June 2026
    Sharp's AI server plan signals a broader shift in Japan electronics
    Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
    Wednesday 10 June 2026
    Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
    Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...
    Tuesday 9 June 2026
    Taiwan server makers post strong May sales as AI demand continues to drive orders
    Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...
    Monday 8 June 2026
    Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation
    Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
    Friday 5 June 2026
    Foxconn deepens AI push with Intel on inference racks
    Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal...
    Friday 5 June 2026
    Compal's server business surges, non-PC revenue eyes 50% by 2027
    Compal Electronics is accelerating a shift away from its long-standing PC business as AI servers and other non-PC lines gain momentum. The move could have broad implications for global...
    Friday 5 June 2026
    Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market
    Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...
    Friday 5 June 2026
    Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment
    Foxconn and Foxconn Industrial Internet (FII) said at Computex that production of Nvidia's next-generation AI products is progressing smoothly, with shipments expected before the end...
    Thursday 4 June 2026
    Pegatron sees AI server expansion accelerating as organizational overhaul nears completion
    Pegatron is betting that the AI server market will keep expanding, even though it entered later than some peers. The company said 2026 will mark the start of a full-speed push as generative...
    Wednesday 3 June 2026
    Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
    COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside...
    Wednesday 3 June 2026
    Pegatron expands Nvidia ties from AI servers to robot dogs

    Pegatron is expanding its work with Nvidia from AI servers into physical AI, digital twins, and robot simulation, using its second-generation...

    Tuesday 2 June 2026
    Foxconn expands AI role with token factories, robotics, and global data centers
    Foxconn Technology Group used COMPUTEX 2026 to present a broader AI infrastructure push, signaling a move beyond AI server supply and into token factory services. The company highlighted...
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