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 14 July 2026

Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...

Tuesday 14 July 2026

Taiwan raises 2026 growth outlook as AI demand drives exports and investment

Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute...

Monday 13 July 2026

Pegatron June revenue rose 15.9% on server shipments and AI expansion

Pegatron reported June revenue of NT$91.296 billion (US$28.43 billion), up 15.9% year over year and down 4.9% from May, as shipments increased on the gradual rollout of its new server...

Monday 13 July 2026

India roundup: India's chip strategy tests its ability to build a competitive ecosystem

India is moving from semiconductor planning to execution, using funding, tariff changes, foreign...

Saturday 11 July 2026

Apple sues OpenAI as its own suppliers Foxconn and Luxshare line up behind a rival device

Apple's decision to sue OpenAI for trade-secret theft does more than escalate a soured partnership between two of technology's most influential companies. It injects legal uncertainty...

Friday 10 July 2026

Acer unit Highpoint posts record first-half revenue on Asia-Pacific growth

Highpoint Service Network (HSN), a subsidiary of Acer, posted record revenue for the second quarter and first half of 2026 as sales grew across its Asia-Pacific operations.

Friday 10 July 2026

India scraps duties on electronics and battery components to boost local manufacturing

India has scrapped import duties on a targeted set of components and factory machinery used to build smartphones, displays, and lithium-ion...

Friday 10 July 2026

India's clearance of the Dixon-Vivo venture marks a cautious opening for Chinese electronics money

India's decision to clear a smartphone-manufacturing joint venture between Dixon Technologies and Vivo Mobile India could reset how...

Friday 10 July 2026

Mitsubishi Fuso, Foxconn move bus venture toward launch, signaling a push into electrified public transport

Mitsubishi Fuso Truck and Bus Corporation and Foxconn have taken a major step toward forming a new bus maker, naming the company, selecting its logo, and outlining senior leadership...

Thursday 9 July 2026

Pegatron chairman urges Taiwan to rethink nuclear power amid energy-security risks

Taiwan's energy choices matter well beyond the island because they affect semiconductor supply chains, advanced manufacturing, and the stability of electricity-intensive industries...

Thursday 9 July 2026

Foxconn expands RBA audits as AI server demand drives global factory growth

Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of...

Thursday 9 July 2026

Wistron backs Taiwan open source AI model and boosts compute for startups

Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort...

Wednesday 8 July 2026

Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Tuesday 7 July 2026

Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor

A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...

Friday 3 July 2026

Global server demand is set to stay strong through 2027 as supply chain pressure widens

Global server demand is expected to stay strong through 2027, with implications for cloud operators, hardware makers, and data center...

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