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Thursday 16 April 2026
Tata steps up iPhone manufacturing investments with fresh capital infusion
India's Tata Group has injected fresh capital into its electronics manufacturing arm, Tata Electronics, as it accelerates efforts to scale up iPhone production and strengthen its role in Apple's global supply chain.
Wednesday 15 April 2026
Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase, even as rising component costs and shifting product cycles weigh on near-term operations.
Wednesday 15 April 2026
Taiwan EMS players advance automotive ambitions with integrated mobility solutions
Kinpo Group's subsidiaries showcased integrated smart mobility technologies at Autotronics Taipei, highlighting the implications for global automakers and suppliers seeking end-to-end solutions across cockpit computing, power systems, and sensing. The demonstrations signal the Taiwanese EMS players' advancing strategies in automotive electronics and could accelerate OEM development and deployment worldwide.
Wednesday 15 April 2026
Foxconn deepens EV vertical integration with CDMS model for streamlined production
Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new vehicle models, and global production flexibility. The company aims to lower EV costs, support exports, and respond swiftly to geopolitical and fuel-price volatility affecting international markets broadly.
Tuesday 14 April 2026
March 2026 revenue for ODM/EMS surged on back of AI server demand
Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond AI servers to general-purpose servers and network switches, signaling broad-based momentum across product lines.
Monday 13 April 2026
Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced than the AI-server narrative dominating the financial press. Growth is heavily concentrated, structurally bifurcated, and in some cases, arithmetically misleading.
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence infrastructure. However, while the expansion remains robust, monthly data suggest a gradual moderation in growth momentum compared with the explosive acceleration seen in 2024 and early 2025.
Friday 10 April 2026
Compal sees PC demand steady, server shipments set to double quarterly
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for AI workloads, and memory pricing dynamics. Investors and enterprise buyers may see tighter PC inventories and accelerated non-PC offerings as Compal pivots toward AI-focused server solutions and smart devices.
Friday 10 April 2026
Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale cloud clients. The move signals sustained order growth, shifts manufacturing closer to Asian markets, and could affect server and data center supply dynamics.
Thursday 9 April 2026
ODMs erase seasonal slump as notebooks and AI servers drive March surge
Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global device supply chains and enterprise AI deployments. As major assemblers outperform expectations and reshape shipment and stocking patterns heading into the second quarter of 2026, component markets are poised to benefit.
Monday 6 April 2026
India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem, approving new component projects, supporting local display and chip manufacturing, and tightening market access for Chinese products, as rising investments, policy incentives, and global partnerships position the country as an emerging hub in the global supply chain.

Thursday 2 April 2026
Dixon launches India's first homegrown display module fab with broad capacity expansion
Dixon Technologies is accelerating its push into display module manufacturing, backed by an INR11 billion (US$118.74 million) investment in a new facility in the Noida–Greater Noida region. The plant, approved under India's Electronics Component Manufacturing Scheme (ECMS), will serve as the company's first dedicated display module fabrication unit and marks a significant milestone in its backward integration strategy.
Thursday 2 April 2026
Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global implications for device availability, pricing, and component sourcing as memory prices rise, capacity shifts toward AI workloads, and smartphone production forecasts point to substantial declines ahead.
Thursday 2 April 2026
Foxconn rotates CEO to Michael Chiang to tighten profit discipline and governance
Foxconn said on April 1 that it completed its rotating CEO handover, appointing Michael Chinag as the new rotating CEO effective immediately, with Kathy Yang stepping down after completing her term.
Wednesday 1 April 2026
Foxconn advances AI supply chain localization, splitting work between US and Mexico
Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery for global customers as it builds manufacturing, design, and system-integration capabilities across the US and Mexico while supporting cloud service provider investment needs.
Tuesday 31 March 2026
Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle.
Tuesday 31 March 2026
India approves new electronics component projects to deepen domestic supply chain
India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts and reduce reliance on imports. The latest approvals represent a planned investment of about INR71.04 billion (approx. US$750 million), with projected output of INR845.15 billion and an estimated 14,246 direct jobs.
Monday 30 March 2026
PLI incentives drive incremental gains in India's electronics and automotive manufacturing
India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked incentive (PLI) programmes, with investments, output, and exports continuing to scale.
Wednesday 25 March 2026
Ramon.Space and Foxconn unit team to develop orbital data centers
Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial AI data centers. The partnership aims to accelerate the shift of computing, storage, and communications capability into orbit.
Monday 23 March 2026
Taiwan central bank revise 2027 GDP growth upward
Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic manufacturers as the main engines sustaining the economy. The Ministry of Economic Affairs reported strong early-year export order growth that supports the outlook.
Monday 23 March 2026
India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

India is rapidly positioning itself as a strategic hub for semiconductors, clean energy, and advanced manufacturing. Japanese and domestic chipmakers expand local operations, the 2026 budget offers tax and import incentives, solar wafer sourcing is mandated, and Reliance secures a US$3 billion green ammonia deal with Samsung, highlighting supply chain and energy transitions.

Thursday 19 March 2026
Foxconn Interconnect Technology pushes deeper into AI infrastructure with photonic-thermal integration play
Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain. The company presented products and collaborations at DesignCon 2026, OFC 2026, and GTC 2026.
Thursday 19 March 2026
Strong quarter for Jabil fueled by smart infrastructure and automotive demand
Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated showing in Regulated Industries.
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. The collaboration is built on the AI Factory initiative, which Foxconn says seeks to reshape future manufacturing processes and supply chain management while opening pathways for global deployment.
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 to increased shipments of AI server racks weighed on profitability.