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    NEWS TAGGED EMS WATCH
    Friday 6 February 2026
    Pegatron partners with Sysgration to expand BBU for US-made AI servers
    Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...
    Friday 6 February 2026
    Wistron posts strongest January on AI server growth
    Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
    Friday 6 February 2026
    MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
    During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
    Thursday 5 February 2026
    Flex tops fiscal 3Q26 guidance, lifts full-year outlook

    EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

    Wednesday 4 February 2026
    Karnataka govt wades into Foxconn tax dispute, averting escalation
    The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily...
    Wednesday 4 February 2026
    India wins electronics investment, but key gap threatens momentum
    India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives,...
    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...
    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...
    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...
    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...

    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...
    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...
    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...
    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...
    1/31 pages
    Research Report Database
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook