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

Friday 24 July 2026

Wistron says growth is strong, but transformation remains incomplete

Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...

Thursday 23 July 2026

Foxconn's Vietnam arm moves into EV charging equipment

Fulian Precision Technology Component, a Vietnamese subsidiary of Taiwan's Foxconn Industrial Internet (FII), has added electric-vehicle charging equipment to its registered business...

Thursday 23 July 2026

Wistron chairman says US manufacturing is unavoidable

Wistron has opened its D1 AI smart factory in Fort Worth, Texas, beginning volume production of Nvidia GB300 compute boards in the US for the first time. The move underscores the push...

Thursday 23 July 2026

Wistron executives say AI demand is still far from a bubble

Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...

Friday 17 July 2026

Vietnam opens green power market, clearing the way for Foxconn and suppliers

Vietnam has opened direct access to green electricity for companies, easing a major obstacle for Foxconn and its suppliers as global...

Friday 17 July 2026

Jabil opens automated logistics hub in Penang to support global supply chains

Jabil has opened a new logistics hub in Penang, underscoring how manufacturers are reshaping supply chains through automation, artificial intelligence (AI), and improved inventory...

Thursday 16 July 2026

Foxconn deepens humanoid robotics bet with US$9 million stake in Agility-linked SPAC

Foxconn's latest investment in a US special-purpose acquisition company linked to humanoid robot developer Agility Robotics underscores how the global race in AI-driven automation...

Thursday 16 July 2026

TPV Technology expects first-half loss as costs rise and global competition intensifies

TPV Technology said it expects to remain in the red in the first half of 2026, underscoring how higher materials costs, supply chain shifts, and intense price competition could continue...

Tuesday 14 July 2026

Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest

Chinese contract-manufacturing giant Huaqin Technology expects its net profit for the first half of 2026 to rise between 53.5% and 61.5% year-over-year, to a range of CNY2.9 billion...

Tuesday 14 July 2026

Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...

Tuesday 14 July 2026

Taiwan raises 2026 growth outlook as AI demand drives exports and investment

Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute...

Monday 13 July 2026

Pegatron June revenue rose 15.9% on server shipments and AI expansion

Pegatron reported June revenue of NT$91.296 billion (US$28.43 billion), up 15.9% year over year and down 4.9% from May, as shipments increased on the gradual rollout of its new server...

Monday 13 July 2026

India roundup: India's chip strategy tests its ability to build a competitive ecosystem

India is moving from semiconductor planning to execution, using funding, tariff changes, foreign...

Saturday 11 July 2026

Apple sues OpenAI as its own suppliers Foxconn and Luxshare line up behind a rival device

Apple's decision to sue OpenAI for trade-secret theft does more than escalate a soured partnership between two of technology's most influential companies. It injects legal uncertainty...

Friday 10 July 2026

Acer unit Highpoint posts record first-half revenue on Asia-Pacific growth

Highpoint Service Network (HSN), a subsidiary of Acer, posted record revenue for the second quarter and first half of 2026 as sales grew across its Asia-Pacific operations.

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