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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 18 March 2026
    Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC
    On March 18, Foxconn (Hon Hai) announced a strategic partnership with SAP to accelerate the adoption of next-generation enterprise artificial intelligence across the Asia-Pacific region...
    Wednesday 18 March 2026
    Wistron eyes sales model shift as AI server volume squeezes margins
    Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
    Tuesday 17 March 2026
    Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink
    Dixon Technologies (India) Limited disclosed on 16 March that it has issued a guarantee for its wholly owned unlisted material subsidiary, Padget Electronics Private Limited, in favour...
    Tuesday 17 March 2026
    Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

    Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films,...

    Monday 16 March 2026
    Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
    Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
    Monday 16 March 2026
    India roundup: A reality check of chipmaking dream
    Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
    Sunday 15 March 2026
    AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
    Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
    Saturday 14 March 2026
    Pan-International pivots to AI servers and robotics in pursuit of double-digit growth
    Pan-International Industrial Corp. expects double-digit revenue growth in 2026 by concentrating on AI servers and robotics as its two main growth engines, chairman Kuang-yao Lee said...
    Friday 13 March 2026
    Ai+ Smartphone to add 3 million device production capacity in India with Optiemus Electronics
    Optiemus Electronics Limited (OEL), a wholly owned subsidiary of Optiemus Infracom Limited, has entered a manufacturing agreement with Ai+ Smartphone and NxtQuantum Shift Technologies...
    Friday 13 March 2026
    India weighs new smartphone export incentives and US$11 billion chip fund
    According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion...
    Wednesday 11 March 2026
    Inventec ramps up 2026 capex in US to meet growing AI order demand
    Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company...
    Wednesday 11 March 2026
    MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint
    MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained...
    Wednesday 11 March 2026
    India's Optiemus approves further equity investments in two wholly owned subsidiaries
    Optiemus Infracom Limited informed stock exchanges that its Operations & Administration Committee approved further investments in two wholly owned subsidiaries in a meeting held...
    Monday 9 March 2026
    Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
    Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
    Monday 9 March 2026
    Jabil to wind down Clinton facility, shift production to Devens
    Contract manufacturing giant Jabil plans to wind down operations at its Clinton, Massachusetts, facility and consolidate production at its nearby site in Devens, according to company...
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