EMS Watch

Tracking the shifts and strategies of global EMS firms amid evolving supply chains.

"EMS Watch" is a series of articles that analyze the dynamic landscape of global EMS and ODM firms, diving deep into ranking changes, strategic positioning, and their critical role in enabling AI servers, XR/MR devices, and next-generation technologies beyond semiconductors.

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IN THE NEWS

Tuesday 2 June 2026

Foxconn's Genesis AI manufacturing scales from pilot to plantwide deployment

Foxconn said its Genesis smart manufacturing project has delivered measurable gains in AI-driven factory operations, with production-line scheduling efficiency up 50%, misjudgment...

Monday 1 June 2026

India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing

India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects...

Monday 1 June 2026

Nvidia expects AI boom to keep supply tight beyond 2027

Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain...

Monday 1 June 2026

AI spillover puts CPUs and ASICs on Computex stage

Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation...

Monday 1 June 2026

Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins

The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...

Monday 1 June 2026

Wistron invests in quantum computing and small satellites to power AI-era growth

Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum...

Monday 1 June 2026

India roundup: EMS providers face margin pressure as Anthropic steps up local hiring

India's technology ecosystem is seeing parallel expansion across AI software adoption, electronics...

Monday 1 June 2026

Interview: Sharp CEO taps Foxconn ecosystem for brand revival

Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses,...

Friday 29 May 2026

Foxconn says its quantum computing unit aims for commercial takeoff around 2030

Foxconn has said its quantum computing work is drawing international attention, but the main challenge remains turning research into a commercial business. The company's quantum efforts...

Friday 29 May 2026

Foxconn chairman sets new profit target as 2025 earnings hit record high

Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised...

Friday 29 May 2026

Foxconn shifts gears from electronics maker to physical-industries powerhouse

Foxconn chairman Young Liu said the company is accelerating its move into electric vehicles, robotics, and smart cities, arguing that these businesses will drive its next phase of...

Friday 29 May 2026

Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips

Wiwynn Technology, a major server manufacturer for AI infrastructure, warned that shortages are emerging across a range of data-center components beyond memory, a shift that could...

Friday 29 May 2026

Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups

Wistron told shareholders on May 29 that it expects artificial intelligence to be in the early stages of growth and could expand to more than 10 times its current scale, potentially...

Friday 29 May 2026

Foxconn tops 40% AI server share, CPO leadership in sight

Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...

Wednesday 27 May 2026

Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges

Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...

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