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    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.

    DIGITMES Asia provides basic users with unlimited access to toll-free articles. Sign up for free subscription now to continue your reading!

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    IN THE NEWS
    Wednesday 15 April 2026
    Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
    China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...
    Wednesday 15 April 2026
    Taiwan EMS players advance automotive ambitions with integrated mobility solutions
    Kinpo Group's subsidiaries showcased integrated smart mobility technologies at Autotronics Taipei, highlighting the implications for global automakers and suppliers seeking end-to-end...
    Wednesday 15 April 2026
    Foxconn deepens EV vertical integration with CDMS model for streamlined production
    Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new...
    Tuesday 14 April 2026
    March 2026 revenue for ODM/EMS surged on back of AI server demand
    Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
    Monday 13 April 2026
    Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
    The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced...
    Sunday 12 April 2026
    How long can the AI server ODM boom last as growth begins to slow
    Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
    Friday 10 April 2026
    Compal sees PC demand steady, server shipments set to double quarterly
    Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
    Friday 10 April 2026
    Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
    Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...
    Thursday 9 April 2026
    ODMs erase seasonal slump as notebooks and AI servers drive March surge
    Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
    Monday 6 April 2026
    India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

    India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem,...

    Thursday 2 April 2026
    Dixon launches India's first homegrown display module fab with broad capacity expansion
    Dixon Technologies is accelerating its push into display module manufacturing, backed by an INR11 billion (US$118.74 million) investment in a new facility in the Noida–Greater...
    Thursday 2 April 2026
    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
    Thursday 2 April 2026
    Foxconn rotates CEO to Michael Chiang to tighten profit discipline and governance
    Foxconn said on April 1 that it completed its rotating CEO handover, appointing Michael Chinag as the new rotating CEO effective immediately, with Kathy Yang stepping down after completing...
    Wednesday 1 April 2026
    Foxconn advances AI supply chain localization, splitting work between US and Mexico
    Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...
    Tuesday 31 March 2026
    Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
    China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
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