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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.

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IN THE NEWS
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:
Friday 5 June 2026
Foxconn deepens AI push with Intel on inference racks
Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal...
Friday 5 June 2026
Compal's server business surges, non-PC revenue eyes 50% by 2027
Compal Electronics is accelerating a shift away from its long-standing PC business as AI servers and other non-PC lines gain momentum. The move could have broad implications for global...
Friday 5 June 2026
Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market
Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...
Friday 5 June 2026
Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment
Foxconn and Foxconn Industrial Internet (FII) said at Computex that production of Nvidia's next-generation AI products is progressing smoothly, with shipments expected before the end...
Thursday 4 June 2026
Pegatron sees AI server expansion accelerating as organizational overhaul nears completion
Pegatron is betting that the AI server market will keep expanding, even though it entered later than some peers. The company said 2026 will mark the start of a full-speed push as generative...