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NEWS TAGGED EMS WATCH
Monday 24 August 2026
Interview: Inside Foxconn's playbook for the sovereign AI data center race
Foxconn is repositioning its AI data center business around system integration, modular deployment, and sovereign computing, as the rapid growth of GPU infrastructure changes how customers...
Monday 24 August 2026
India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme
India has announced an INR625 billion (US$6.53 billion) Mobile Phone Manufacturing Scheme aimed at moving the country's electronics industry beyond large-scale assembly and toward...
Friday 21 August 2026
Taiwan automation shifts from hardware specs to AI platforms and open robot architectures
Taiwan's automation industry is moving beyond the traditional race over robot-arm payload, servo precision, and sensor resolution. At the 2026 Automation Taipei and Taiwan Automation...
Friday 21 August 2026
Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
Wednesday 19 August 2026
Amber's Oppo deal signals India's shift from smartphone assembly to deeper electronics manufacturing

Amber Enterprises India's planned entry into smartphone manufacturing could mark a further step in India's effort to move beyond final...

Monday 17 August 2026
Tata succession clouds outlook for chips, clean energy, data centers

Tata's leadership transition may shape the pace of one of India's biggest industrial bets. The group's planned spending on chips, clean...

Monday 17 August 2026
AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
Monday 17 August 2026
India roundup: India's electronics push gains momentum as water, China ties, chip incentives collide

India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

Friday 14 August 2026
Dixon Technologies to take 51% stake in new smartphone OEM venture with vivo Mobile India

Dixon Technologies has disclosed plans to incorporate a new subsidiary, Adivistar Electronics India Private Limited, in which it will...

Thursday 13 August 2026
Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...
Thursday 13 August 2026
Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation
Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...
Thursday 13 August 2026
Foxconn signals sharper push into AI as Sharp partnership enters new phase

Foxconn said its decade-long partnership with Sharp has entered a new growth phase, as the Taiwanese electronics group expands into...

Wednesday 12 August 2026
Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...

Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...