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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.

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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...