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

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...

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