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NEWS TAGGED EMS WATCH
Thursday 1 October 2026
Tata Electronics leans on INR612.8 billion in guarantees to fund iPhone, chip expansion
Tata Electronics, Apple's contract manufacturing partner, provided INR612.8 billion (US$6.38 billion) in corporate guarantees on behalf of its subsidiaries in fiscal 2026 as it expanded...
Thursday 1 October 2026
Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...
Thursday 1 October 2026
Jabil targets 24% growth in FY27 as AI hardware ramp reshapes business
Jabil's fourth quarter of fiscal 2026 marked the point at which AI data-center hardware became the clear center of gravity for the US contract manufacturer. Revenue for the three months...
Monday 28 September 2026
Apple keeps iPhone Duo in China, exposing limits of India's phone supply chain

Apple's first foldable iPhone has become a test of how far India has come as a manufacturing base, and the answer is sobering. As India-assembled...

Monday 28 September 2026
India roundup: India's tech ambitions widen from electronics manufacturing to chips, cloud and talent
India's technology push is widening across electronics manufacturing, semiconductors, cloud infrastructure and talent, as domestic expansion draws deeper investment, tighter scrutiny...
Wednesday 23 September 2026
India's Dixon looks beyond smartphones to crack global EMS top 10
Dixon Technologies is expanding into components, IT hardware, and new manufacturing categories as it seeks a place among the world's 10 largest electronics manufacturing services (EMS)...
Monday 21 September 2026
Wiwynn chair says AI hardware is being reshaped by power, cooling, interconnect demands

AI computing is changing how global hardware is designed, built, and deployed, with implications that extend well beyond Taiwan's tech...

Thursday 17 September 2026
Kinpo's push into higher-margin products, quantum control signals a wider industrial pivot

Kinpo Electronics said it is reshaping its business toward higher-margin products and expanding factory capacity across several countries...

Monday 14 September 2026
Yole Group takes outside capital for the first time, selling minority stake to new French fund
Yole Group, the French market-research firm that tracks the semiconductor, photonics and electronics supply chains, has sold a minority stake to Cervinvest Scale, the lower-midcap...
Monday 14 September 2026
AI infrastructure race shifts to Grid-to-Chip as Foxconn, Delta, Flex converge on the same track

As computing power and per-rack power density for AI servers continue to climb, industry competition is expanding beyond GPUs, servers,...

Friday 11 September 2026
Foxconn's global expansion signals a longer-term manufacturing shift

Kathy Yang, chief campus operations officer at Foxconn, said the company began moving abroad more than a decade ago as production shifted...

Thursday 10 September 2026
AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand
AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...
Thursday 10 September 2026
Flex's EPC Power deal points to a broader shift in AI infrastructure
Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers...
Wednesday 9 September 2026
Huaqin signs Nanchang projects as robotics push widens
Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection,...
Wednesday 9 September 2026
Syrma SGS Elemaster opens electronics plant in southern India to serve global markets
A new electronics factory in Bengaluru is set to strengthen India's role in global supply chains, with potential benefits for customers in railways, industrial systems, energy, and...