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

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...

Monday 7 September 2026

Foxconn revenue climbs on AI server demand, outlook improves

Foxconn said August sales rose sharply from a year earlier as demand for AI servers and related hardware continued to lift its cloud and networking business. The latest update suggests...

Monday 7 September 2026

India roundup: India expands chip ambitions with full Semicon 2.0 notification

India's technology sector is gaining momentum across semiconductors, connectivity, AI payments,...

Monday 31 August 2026

Asus launches physical AI business group, shifting from EMS to humanoid robots

Asustek Computer (Asus) is accelerating its artificial intelligence (AI) transformation plan, announcing the rebranding of its AIoT Business Group into the Physical AI Solutions Business...

Thursday 27 August 2026

Foxconn reportedly weighs major India expansion as global manufacturing footprint grows

Hon Hai Technology Group, better known as Foxconn, is expanding its global manufacturing footprint through new land acquisitions, factory development, and capacity upgrades as demand...

Tuesday 25 August 2026

Luxshare breaks beyond consumer electronics: Auto sales soar 274%, data centres jump 50%

Luxshare Precision posted a 40.16% rise in first-half 2026 revenue as rapid growth in automotive electronics, communications and data-centre products reduced its reliance on consumer...

Tuesday 25 August 2026

Kaynes Technology and BOSGAME sign MoU to expand India market presence

Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands...

Tuesday 25 August 2026

Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified

AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...

Monday 24 August 2026

Interview: Inside Foxconn's playbook for the sovereign AI data center race

Foxconn is repositioning its AI data center business around system integration, modular deployment, and sovereign computing, as the rapid growth of GPU infrastructure changes how customers...

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