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 2 November 2026

Dixon maps AI hardware expansion through Inventec, Gemtek, prospective packaging partners

Dixon Technologies is pursuing separate partnerships for servers, optical communications, and advanced semiconductor packaging as it seeks a role in AI infrastructure manufacturing,...

Monday 2 November 2026

Dixon turns to joint ventures, components as price-led growth leaves margins thin

Dixon Technologies is counting on smartphone joint ventures, expanding IT hardware production, and locally made components to turn a sharp sales increase into stronger earnings, as...

Monday 2 November 2026

Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group

Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become...

Monday 2 November 2026

India's Mivi opens electronics plant in Hyderabad as it moves into smartphones

Indian consumer electronics brand Mivi has inaugurated an INR2 billion (approx. US$21.05 million) research, development, and manufacturing facility at E-City in Tukkuguda, Hyderabad,...

Saturday 31 October 2026

HHTD26: Foxconn says vertical integration drives 1+1 far beyond 2

Addressing Foxconn's structural competitive advantages at Hon Hai Tech Day (HHTD 2026), rotating CEO Michael Chiang emphasized that the electronics manufacturing giant's core differentiator...

Friday 30 October 2026

Foxconn argues it is more than a box mover in AI hardware

Foxconn chairman Young Liu said the company's core strengths are processing capabilities and vertical integration, as the manufacturer seeks to move beyond its long-standing image...

Friday 30 October 2026

Japan's Nidec reports update on restated financial reports, audit status, and corporate governance reform

Nidec Corporation has provided an update on its ongoing efforts to resolve the grounds for the disclaimer of opinion issued on its financial statements, missing its initial target...

Wednesday 28 October 2026

Celestica says awarded programs already put 2028 demand above its 2027 outlook

Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...

Tuesday 27 October 2026

Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion

Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control...

Monday 19 October 2026

Lens Technology enters AI server cooling market with US$25 million PMG takeover

China's precision manufacturing giant Lens Technology is expanding into AI server infrastructure through a proposed US$25 million acquisition of a controlling stake in PMG International,...

Monday 19 October 2026

India roundup: Tata chip bets face execution test as India semiconductor ecosystem expands

Tata's Dholera fab faces customer and shareholder tests as India's semiconductor push broadens, with packaging, chip services, AI hardware and...

Thursday 15 October 2026

AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion

Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked...

Wednesday 14 October 2026

Adani and Jabil plan 50:50 JV to make AI data center hardware in India

A proposed Adani-Jabil venture could boost India's role in the global AI supply chain by adding local manufacturing of servers, racks, and cooling systems. If approved, the tie-up...

Tuesday 13 October 2026

Foxconn's Vietnam unit Fukang Technology more than doubles registered capital to US$710.4 million

Fukang Technology, a northern Vietnam subsidiary of Taiwan's Hon Hai Precision Industry (Foxconn), has raised its registered capital by more than 109% to nearly VND17.47 trillion (US$710.4...

Tuesday 13 October 2026

AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers

The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...

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