Global supply chain: Emerging markets

Emerging market trends

IN THE NEWS

Wednesday 21 January 2026

Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a...

Wednesday 21 January 2026

Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment

Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...

Tuesday 20 January 2026

Kaynes Semicon secures ISM fiscal support in India chip push

Kaynes Semicon Private Limited, a wholly owned subsidiary of Kaynes Technology India Limited, has signed a Fiscal Support Agreement and related transaction documents with the India...

Monday 19 January 2026

Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands

The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...

Monday 19 January 2026

Quanta rushing to hire and expand as AI server demand holds strong

Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...

Monday 19 January 2026

India roundup: Acer bets on growing PC penetration

Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.

Friday 16 January 2026

Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom

Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their...

Thursday 15 January 2026

Delta Electronics plans major manufacturing expansion in India to support 'Make in India' push

Delta Electronics India is set to significantly expand its manufacturing footprint in India, reflecting the company's confidence in the country's growing semiconductor and electronics...

Thursday 15 January 2026

Samsung India business outlook brightened by AI and connected home offerings

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

Thursday 15 January 2026

Reliance plans AI platform to bring language-first access to every Indian

Reliance Industries, led by billionaire Mukesh Ambani, unveiled plans for a new artificial intelligence (AI) platform under its Jio brand on January 11, designed to allow users to...

Thursday 15 January 2026

Foxconn-HCL semiconductor joint venture to be named India Chip Private Limited

Electronics manufacturing services major Foxconn and India's HCL Group have formally named their semiconductor joint venture India Chip Private Limited, according to a regulatory filing...

Wednesday 14 January 2026

China tech restrictions complicate Reliance battery cell plans

Reports that Reliance Industries has paused plans to manufacture lithium-ion battery cells have reignited debate over India's clean-energy ambitions, highlighting technology bottlenecks...

Wednesday 14 January 2026

Ola Electric enters residential energy storage market with Shakti BESS launch

EV manufacturer Ola Electric has rolled out Ola Shakti, a residential battery energy storage system (BESS), from its gigafactory in the Krishnagiri district of Tamil Nadu, marking...

Wednesday 14 January 2026

Luxshare and Wingtech clash over India asset transfer, take dispute to Singapore arbitration

Luxshare Precision Industry said it has moved to terminate an agreement to buy an India-based business asset package from Wingtech Technology after the transfer was blocked by legal...

Tuesday 13 January 2026

Acer seeks to grow Indian PC market share with focus on gaming segment

Acer is intensifying its efforts in the Indian PC market, aiming to increase its consumer PC market share from 15% to 20% by 2026, with gaming PCs playing a central role, according...

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