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 1 June 2026

India roundup: EMS providers face margin pressure as Anthropic steps up local hiring

India's technology ecosystem is seeing parallel expansion across AI software adoption, electronics...

Monday 1 June 2026

Interview: Sharp CEO taps Foxconn ecosystem for brand revival

Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses,...

Friday 29 May 2026

Foxconn says its quantum computing unit aims for commercial takeoff around 2030

Foxconn has said its quantum computing work is drawing international attention, but the main challenge remains turning research into a commercial business. The company's quantum efforts...

Friday 29 May 2026

Foxconn chairman sets new profit target as 2025 earnings hit record high

Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised...

Friday 29 May 2026

Foxconn shifts gears from electronics maker to physical-industries powerhouse

Foxconn chairman Young Liu said the company is accelerating its move into electric vehicles, robotics, and smart cities, arguing that these businesses will drive its next phase of...

Friday 29 May 2026

Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips

Wiwynn Technology, a major server manufacturer for AI infrastructure, warned that shortages are emerging across a range of data-center components beyond memory, a shift that could...

Friday 29 May 2026

Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups

Wistron told shareholders on May 29 that it expects artificial intelligence to be in the early stages of growth and could expand to more than 10 times its current scale, potentially...

Friday 29 May 2026

Foxconn tops 40% AI server share, CPO leadership in sight

Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...

Wednesday 27 May 2026

Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges

Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...

Monday 25 May 2026

India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits

India's electronics manufacturing industry, which has emerged as the world's second-largest mobile phone production hub after China, is facing growing pressure as slowing smartphone...

Monday 25 May 2026

Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls

The Global Electronics Association announced the formation of the Global Electronics Policy Council on Monday to centralize policy advocacy for the electronics supply chain in response...

Wednesday 20 May 2026

Quanta Cloud Technology commits US$61.71 million for California facility lease amid AI server buildout

Quanta Cloud Technology announced that its subsidiary QMN purchased a 10-year right-of-use asset for a California facility lease for US$61.71 million to support expanding manufacturing...

Monday 18 May 2026

Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing

Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production...

Monday 18 May 2026

Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter

Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...

Monday 18 May 2026

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven...

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