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 23 June 2026

Apple's global assembly partners hit by wave of ransomware, Tata Electronics latest victim

Tata Electronics, Apple's exclusive iPhone assembler in India, confirmed a major data breach on June 23, 2026, weeks after the WorldLeaks...

Monday 22 June 2026

AI server supply chain expansion accelerates across Southeast Asia

AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...

Monday 22 June 2026

India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

India is accelerating its electronics manufacturing ambitions through AI infrastructure, semiconductor...

Wednesday 17 June 2026

WinWay buys California property to support US expansion in AI and HPC

WinWay Technologies has bought real estate in California for US$2.28 million to create a local manufacturing and office base, a move that underscores how Asian suppliers are expanding...

Wednesday 17 June 2026

Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain

Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations...

Tuesday 16 June 2026

Adani-Jabil partnership highlights India's push for domestic AI infrastructure

The deal between Gautam Adani's group and American engineering firm Jabil signals a broader shift toward domestic AI infrastructure in India, with potential consequences for global...

Tuesday 16 June 2026

Tata iPhone components plant faces pollution probe as India supply chain risks rise

Indian regulators allege wastewater contamination at a key Apple supplier site in Tamil Nadu, raising fresh questions over environmental compliance and the stability of India's fast-expanding...

Tuesday 16 June 2026

Foxconn and Schneider Electric strike strategic partnership to build next-generation data center reference architecture

Foxconn and Schneider Electric announced a strategic partnership to jointly develop a next-generation data center reference architecture, combining Foxconn's capabilities in advanced...

Friday 12 June 2026

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...

Friday 12 June 2026

Asus begins local gaming laptop production in India

Asus has announced plans to begin making gaming laptops in India this financial year — a move that could reshape supply chains,...

Friday 12 June 2026

Sharp lays out 2026 growth strategy with AI servers as top priority

Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching...

Thursday 11 June 2026

Sharp's AI server plan signals a broader shift in Japan electronics

Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...

Wednesday 10 June 2026

Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it

Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...

Tuesday 9 June 2026

Taiwan server makers post strong May sales as AI demand continues to drive orders

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...

Monday 8 June 2026

Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation

Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:

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