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    Commentary: Behind Micron's bet for a long memory demand cycles
    2h 6min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    2h 6min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    2h 6min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    2h 6min ago
    MCU price hike expectations drive early 1H26 pull-ins
    2h 6min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    2h 6min ago
    NEWS TAGGED EMS WATCH
    Monday 29 June 2026
    Wistron expands US production to meet AI server demand

    Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals...

    Monday 29 June 2026
    Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs
    Goertek has begun mass production at China's first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and...
    Saturday 27 June 2026
    The Tata Electronics leak is overwhelmingly an Apple data set, file index shows
    Tata Electronics, the Indian contract manufacturer that assembles iPhones and supplies other global technology companies, has confirmed a cybersecurity incident after the extortion...
    Tuesday 23 June 2026
    Apple's global assembly partners hit by wave of ransomware, Tata Electronics latest victim

    Tata Electronics, Apple's exclusive iPhone assembler in India, confirmed a major data breach on June 23, 2026, weeks after the WorldLeaks...

    Monday 22 June 2026
    AI server supply chain expansion accelerates across Southeast Asia
    AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...
    Monday 22 June 2026
    India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

    India is accelerating its electronics manufacturing ambitions through AI infrastructure, semiconductor...

    Wednesday 17 June 2026
    WinWay buys California property to support US expansion in AI and HPC
    WinWay Technologies has bought real estate in California for US$2.28 million to create a local manufacturing and office base, a move that underscores how Asian suppliers are expanding...
    Wednesday 17 June 2026
    Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain
    Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations...
    Tuesday 16 June 2026
    Adani-Jabil partnership highlights India's push for domestic AI infrastructure
    The deal between Gautam Adani's group and American engineering firm Jabil signals a broader shift toward domestic AI infrastructure in India, with potential consequences for global...
    Tuesday 16 June 2026
    Tata iPhone components plant faces pollution probe as India supply chain risks rise
    Indian regulators allege wastewater contamination at a key Apple supplier site in Tamil Nadu, raising fresh questions over environmental compliance and the stability of India's fast-expanding...
    Tuesday 16 June 2026
    Foxconn and Schneider Electric strike strategic partnership to build next-generation data center reference architecture
    Foxconn and Schneider Electric announced a strategic partnership to jointly develop a next-generation data center reference architecture, combining Foxconn's capabilities in advanced...
    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...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook