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

Saturday 24 January 2026

Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains

The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years...

Friday 23 January 2026

Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform

Foxconn Industrial Internet (FII), a subsidiary of Foxconn (Hon Hai Precision), outlined ambitious plans to reposition itself as a key manufacturing platform within the global artificial...

Friday 23 January 2026

Compal chair celebrates 50 years with Kinpo Group amid Taiwan's demographic concerns

At a year-end banquet on January 22, 2026, Kinpo Group president Rock Hsu paid tribute to Compal Electronics chairman Ray Chen, who is celebrating 50 years with the group ahead of...

Friday 23 January 2026

Compal eyes explosive AI server growth in 2026 after revenue dip

Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the...

Friday 23 January 2026

Pan-International and Foxconn's EUR32 million investment signals shift toward robotics and advanced motor systems

Pan-International Industrial has decisively moved into the humanoid robotics and high-performance motor market through a joint EUR32 million (US$37.24 million) investment with Foxconn...

Thursday 22 January 2026

EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios

Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle...

Thursday 22 January 2026

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...

Thursday 22 January 2026

Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk

China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group...

Thursday 22 January 2026

EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...

Thursday 22 January 2026

EMS watch: The year AI servers broke the EMS rankings

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...

Thursday 22 January 2026

QCT eyes AI supply chain integration battle with full-spectrum server strategy

AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners...

Wednesday 21 January 2026

Inventec ramps up robotics and automotive electronics, expecting sharp revenue growth

Inventec is making noticeable strides in expanding its presence in the robotics and automotive electronics markets, with ambitious growth projections over the next two years. Chairman...

Tuesday 20 January 2026

AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...

Tuesday 20 January 2026

AI bubble concerns ease with Taiwan's IT sector-driven economic growth

Nvidia Corporation's market value has surged to US$4.5 trillion amid the expansion of the AI industry, overtaking Apple Inc. and Microsoft Corporation, while Taiwan Semiconductor Manufacturing...

Monday 19 January 2026

Foxconn strengthens US server presence post-tariff deal

Following the conclusion of the Taiwan-US tariff framework, industry attention centers on how Foxconn (Hon Hai Precision), a leading electronics manufacturer, will recalibrate its...

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