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 11 August 2026

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Monday 10 August 2026

India roundup: Chip push broadens as localization and capacity remain works in progress

India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with...

Thursday 6 August 2026

India proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill

India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some...

Wednesday 5 August 2026

Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month...

Wednesday 5 August 2026

Wistron sees AI demand widening as Taiwan ODMs gain pricing power

AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

Tuesday 4 August 2026

India rumored to move to extend electronics tax breaks to 2041, widening pitch against China

India is reportedly proposing to extend key tax exemptions for foreign electronics manufacturers until 2041, a move that hands Apple...

Monday 3 August 2026

Taiwan manufacturing business climate improves in June, headlined by electronics sector

Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research...

Monday 3 August 2026

Dixon sees mobile, IT hardware, and component push lift export and margin outlook

Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even...

Monday 3 August 2026

Rising component costs, new Indian incentives, and export push shape Dixon's outlook

Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new...

Monday 27 July 2026

India roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

India expanded manufacturing incentives, entered private orbital launches, attracted new investment,...

Saturday 25 July 2026

Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking

Huaqin Technology, the world's largest consumer-electronics original design manufacturer, has again increased its stake in Chinese foundry Nexchip Semiconductor, underscoring how contract...

Saturday 25 July 2026

Intel, China-based Lens Technology partner to explore glass substrate semiconductor packaging

Intel Corporation and Lens Technology have announced a strategic collaboration to explore the development of advanced semiconductor packaging technologies using glass substrates. The...

Friday 24 July 2026

Wistron says growth is strong, but transformation remains incomplete

Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...

Thursday 23 July 2026

Foxconn's Vietnam arm moves into EV charging equipment

Fulian Precision Technology Component, a Vietnamese subsidiary of Taiwan's Foxconn Industrial Internet (FII), has added electric-vehicle charging equipment to its registered business...

Thursday 23 July 2026

Wistron chairman says US manufacturing is unavoidable

Wistron has opened its D1 AI smart factory in Fort Worth, Texas, beginning volume production of Nvidia GB300 compute boards in the US for the first time. The move underscores the push...

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