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Tuesday 3 February 2026
Foxconn faces tax dispute in Karnataka, prompting government intervention
Taiwanese contract manufacturer Foxconn is embroiled in a local tax dispute in Karnataka, with two gram panchayats issuing notices over alleged unpaid dues and requests for detailed land-use documentation. The development has sparked concerns over the state's investment climate as it seeks to attract high-end electronics manufacturers, according to The Economic Times, Money Control, and India Today.
Monday 2 February 2026
Apple boosts high-end iPhone share as Foxconn solidifies assembly lead
Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026 earnings report. The company reported record-high iPhone-related revenue this quarter, with year-over-year growth significantly outpacing the overall average and serving as the core driver of holiday-season sales expansion.
Monday 2 February 2026
India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with fresh funding for semiconductors, electronics components, and AI-linked infrastructure aimed at strengthening supply chains and boosting India's global manufacturing competitiveness.
Monday 2 February 2026
India roundup: EU and India concludes FTA amid global trade disruption
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.
Monday 2 February 2026
LG shifts TV production to Vietnam, expands webOS reach

LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part of a structural overhaul. The move comes as the company seeks to address intensifying global competition and weakening profitability in the TV market.

Sunday 1 February 2026
China controls 80% of global AI glasses production
China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units in 2026, with China holding roughly 12% market share, per Sina.
Friday 30 January 2026
Dixon gears up for massive scale-up amid global memory volatility
Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply chain pressures while targeting long-term revenue of INR1 trillion (US$10.89 billion) over the next three to four years. For the quarter ended December 31, 2025, the company posted consolidated operating revenue of INR106.78 billion, up from INR104.61 billion a year earlier, supported by consolidated operating EBITDA of INR4.21 billion.
Thursday 29 January 2026
Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation in electronic systems was highly concentrated at the chip level. Advancing process nodes alone was sufficient to capture most of the value. That model no longer holds. Today, improvements in manufacturing technology must propagate beyond wafer fabrication to packaging, testing, and ultimately system-level integration to translate into tradable economic value.
Thursday 29 January 2026
Why can't tech giants escape China's smartphone production grip?
Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating Google has begun relocating NPI for its premium smartphones to Vietnam. Industry insiders note initial progress but emphasize significant structural hurdles in this complex transition.
Tuesday 27 January 2026
Sanmina reports surge in revenue driven by AI infrastructure expansion
Sanmina announced a robust start to fiscal year 2026, reporting a 59% year-over-year increase in revenue for its first quarter ended December 27, 2025. The company's performance was significantly bolstered by the integration of ZT Systems and a surge in demand across the communications networks, cloud, and AI infrastructure end markets. Management expressed high confidence in the company's trajectory, aiming to double total revenue over the next two years primarily through massive opportunities in the artificial intelligence sector.
Tuesday 27 January 2026
Pan-International eyes humanoid robot supply chain with Foxconn, Magnax backing

Artificial intelligence applications have entered the era of Physical AI. While the robotics industry has evolved over many years, humanoid robots remain at an early stage, largely because supply chain structures and technical standards have yet to be fully established. Against this backdrop, Pan-International's recent acquisition of Belgium-based Magnax represents more than a simple capacity expansion or near-term revenue boost.

Tuesday 27 January 2026
Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise
Kentec, a subsidiary of Kenmec Mechanical Engineering, is on track to achieve a significant profit turnaround by 2026 as it addresses rising demand for AI server cooling technology. As growing AI workloads push the physical limits of server chips, Kentec's leadership is strengthening its position with new liquid-cooling innovations for large-scale data centers.
Monday 26 January 2026
Jabil names longtime director Steve Raymund chair
Jabil said on January 22, 2026, that longtime director Steve Raymund has been appointed chairman of its board, while Thomas T. Edman and Raejeanne Skillern have joined as new directors.
Monday 26 January 2026
Foxconn leads EMS/ODM rankings on AI servers and Apple boost
Honhai Precision posted strong revenue growth in the fourth quarter of 2025, driven by robust shipments of high-end AI servers and the launch of Apple's new iPhone generation. The company's quarterly revenue scale expanded significantly, with cloud networking products contributing notably to its top line. This marks a strategic shift for Foxconn from relying solely on consumer electronics toward a dual focus on both consumer devices and AI servers as key growth engines.
Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026

DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM) providers shows nine Taiwan-based companies on the list, including Foxconn, Wistron Group (including Wiwynn), Quanta Computer, Pegatron, Compal Electronics, Inventec, Accton, Qisda, and China-listed Universal Scientific Industrial (USI). The rankings could see changes in 2026.

Monday 26 January 2026
Pegatron aims for growth in AI servers and automotive sectors amid market challenges
Pegatron is intensifying efforts in its AI servers business and expanding new ventures to sustain growth, according to statements from Co-CEO Gary Cheng. The company expects double-digit revenue growth in its automotive segment by 2026 despite cooling enthusiasm for electric vehicles (EVs).
Monday 26 January 2026
Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue growth in 2026. Co-CEO Gary Cheng expressed confidence that the company's AI server segment will surpass its 2025 performance, aiming to double this year's growth rate.
Saturday 24 January 2026
Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years. Chief among these are energy infrastructure constraints that are throttling AI expansion, a move toward strategic interdependence in regional supply chains, and advancements in packaging technologies that are transforming industry dynamics. These developments signal substantial changes in investment approaches, geopolitical relations, and manufacturing policies worldwide.
Friday 23 January 2026
Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform
Foxconn Industrial Internet (FII), a subsidiary of Foxconn (Hon Hai Precision), outlined ambitious plans to reposition itself as a key manufacturing platform within the global artificial intelligence (AI) industry chain during its 2025 year-end review and 2026 outlook employee mobilization meeting.
Friday 23 January 2026
Compal chair celebrates 50 years with Kinpo Group amid Taiwan's demographic concerns
At a year-end banquet on January 22, 2026, Kinpo Group president Rock Hsu paid tribute to Compal Electronics chairman Ray Chen, who is celebrating 50 years with the group ahead of Compal's 42nd anniversary in 2026. Hsu described Chen not only as a trusted business partner but also as a lifelong companion, highlighting Chen's exceptional dedication and leadership throughout decades of service.
Friday 23 January 2026
Compal eyes explosive AI server growth in 2026 after revenue dip
Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the company's annual shareholder event on January 22, 2025. He described 2025 as an operational low point before the company's expected rapid recovery.
Friday 23 January 2026
Pan-International and Foxconn's EUR32 million investment signals shift toward robotics and advanced motor systems
Pan-International Industrial has decisively moved into the humanoid robotics and high-performance motor market through a joint EUR32 million (US$37.24 million) investment with Foxconn Technology Group to acquire a 52% controlling stake in Belgian startup Magnax BV. This expansion marks Pan-International's strategic transition from traditional wiring harness manufacturing to a supplier of advanced critical components, positioning it at the forefront of next-generation power system technologies.
Thursday 22 January 2026
EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios
Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle platform builds for cloud, networking, and data centers. Recent company updates from Celestica, Sanmina, Jabil, and Flex show a common playbook: move up the value chain, standardize repeatable system designs, and invest in power, thermal, and integration capabilities that shorten deployment times for hyperscale customers.
Thursday 22 January 2026
EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery
A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification, and globalized manufacturing. Recent company filings, investor communications, and post‑autumn analyst commentary point to a common theme: growth is being pursued less through single-product cycles and more through platform capabilities—vertical integration, module-level design, and cross‑sector customer expansion—while capital market actions and overseas footprints are being positioned as strategic amplifiers.
Thursday 22 January 2026
Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk

China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group claiming it breached the company's internal systems and stole large volumes of sensitive engineering and operational data tied to products for leading technology clients, including Apple, Nvidia, Tesla, Meta Platforms, Qualcomm, and LG Electronics. If confirmed, the incident could pose risks to the global consumer electronics supply chain.