AI infrastructure boom reshapes electronics supply chain, says in4ma July 29, 2026 The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.
Wistron opens Texas facility to produce Nvidia AI systems July 22, 2026 The 324,000-square-foot plant in Fort Worth, Texas produces Nvidia Grace Blackwell Ultra and will produce Vera Rubin Superchips — part of a combined USD 700 million investment in advanced American manufacturing by the US chipmaker.
Europe holds a 2.5% share of a market it helped build July 08, 2026 New data from in4ma and EMSNOW puts the global EMS and ODM industry at USD 820 billion for 2025 – and Europe's share of that figure is shrinking in relative terms even as the continent's largest players post revenue growth.
AMD commits more than $10 billion to Taiwan AI supply chain June 02, 2026 AMD says it plans to invest more than USD 10 billion across Taiwan's semiconductor ecosystem to expand strategic partnerships and scale advanced packaging manufacturing for next-generation AI infrastructure. The company also confirmed that its Helios rack-scale platform is on track for deployment in the second half of 2026.
Global EMS grew in 2025 – Europe watched from the sidelines June 01, 2026 Following his keynote at Evertiq Expo Zürich, in4ma founder and analyst Dieter Weiss had an interview with Evertiq to discuss the numbers behind global EMS growth in 2025 – and what they reveal about where the European industry stands.
Only one European company in global EMS Top 30 April 23, 2026 The global EMS/ODM industry continues to expand, but scale and growth remain unevenly distributed, with Asian players flexing their dominance while Europe lags behind, according to new research from in4ma and EMSNOW.
Top 100 EMS and ODM providers grow 23% in 2025 as AI infrastructure drives market March 06, 2026 The world’s largest EMS and ODM companies posted strong revenue growth in 2025, largely driven by demand for AI infrastructure and cloud data centres, according to new market data from analysts in4ma and industry publication EMSNOW.
Teramount raises $50M to advance optical connectivity solutions for AI July 31, 2025 Israeli company Teramount’s TeraVerse solution is a detachable, serviceable connector that links optical fibers coming from outside the rack to the silicon photonics chips inside Co-Packaged Optics (CPO) systems.
Trump's first onshoring win isn’t the iPhone – it's the AI server June 12, 2025 As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
Top 50 EMS firms grew 12.7% in 2024, reached $477B in assembly revenue April 18, 2025 Overall, the APAC region accounted for around 74.7% of the Top 50 EMS revenue, and the Americas achieved 20.4% revenue growth, an increase of 2.4%, while the EMEA region constituted 2.5%, and an increase of 0.3%, mainly due to extensive activity in acquisitions.
Nvidia Blackwell chip production starts in Arizona — Nvidia opens first US factories April 15, 2025 Nvidia has started US-based production of its next-generation Blackwell AI chips, marking a significant shift in the company’s global manufacturing strategy. Together with its manufacturing partners, Nvidia will produce its AI supercomputers on American soil for the first time.
Tata receives green light for Pegatron deal January 22, 2025 The Competition Commission of India (CCI) has approved the acquisition of a majority shareholding in Pegatron Technology India Pvt. Ltd. (Pegatron India) by Tata Electronics Pvt. Ltd. (TEPL). The transaction also involves the transfer of the business undertaking of TEL Components Pvt. Ltd. (TEL), a wholly owned subsidiary of TEPL, to Pegatron India.
AI infrastructure to dominate MLCC Demand in 2025 January 15, 2025 The US economy surpassed expectations in late 2024, but sustained high interest rates in 2025 may hinder spending and investment. Against this backdrop, TrendForce projects a 3% QoQ drop in MLCC shipments for Q1 2025.
Wistron and NXP launches joint lab January 07, 2025 Taiwanese electronics manufacturer Wistron is launching a joint laboratory with NXP Semiconductors to speed up automotive innovations.
SpaceX asks Taiwanese suppliers to move manufacturing abroad November 06, 2024 With China increasing military drills around Taiwan, some Taiwanese semiconductor and satellite firms are taking steps to decrease their dependence on domestic manufacturing.
Asia still dominates among EMS providers April 16, 2024 According to Manufacturing Market Insider's (MMI) annual overview of the world's largest EMS providers, the top 50 companies generated USD 423 billion in revenue.
Tata to take over Pegatron's iPhone assembly plant? April 09, 2024 Speculation is rising that Taiwan's Pegatron is in talks to hand over control of its Indian iPhone manufacturing facility to the Tata Group.
Taiwanese firms target Czech Republic for chip production February 02, 2024 Business groups from Taiwan and the Czech Republic have signed a memorandum of understanding (MOU) to explore semiconductor manufacturing in the region.
India greenlights Tata Electronics' acquisition of Wistron Infocomm January 31, 2024 The Competition Commission of India (CCI) has approved Tata Electronics previously announced acquisition of Wistron InfoComm Manufacturing (India).
Luxshare to acquire Pegaglobe iPhone assembly plant December 29, 2023 Chinese iPhone contractor Luxshare will take a controlling stake in Pegatron's Pegaglobe factory in Kunshan. The move will make Luxshare the world's second-largest iPhone assembler after Foxconn.
Apple is assessing multiple non-Chinese manufacturers December 27, 2023 iPhone maker Apple is reported to be in talks with one Taiwanese and two Indian component suppliers as it looks to reduce its reliance on Chinese sources.
TDK to make iPhone battery cells in India December 08, 2023 Japanese electronic giant TDK Corp will start manufacturing lithium ion battery cells for Apple from a new facility the northern state of Haryana, say online reports.
Tata Electronics buys Wistron unit to make iPhones in India November 10, 2023 Electronics giant Tata has completed its 100% equity stake in Wistron InfoComm Manufacturing (India), and will now become the first Indian manufacturer of iPhones.
Server supply chain becomes fragmented August 23, 2023 TrendForce reports that Taiwan-based server ODMs, including Quanta, Foxconn, Wistron (including Wiwynn), and Inventec, have set up production bases in countries like Thailand, Vietnam, and Malaysia. It’s projected that by 2023, the production capacity from these regions will account for 23%, and by 2026, it will approach 50%.
Is Tata Group about to become India's first supplier of iPhones? July 11, 2023 India’s industrial conglomerate, Tata, is close to winning a contract to assemble Apple devices say reports.
Tata Electronics has raised a $92m war chest to fund its electronic component activity June 02, 2023 Regulatory filings show the Indian group raised the capital from secured loans and its parent holding company Tata Sons.
Foxconn, Innodisk, Pegatron, Quanta and Wistron to digitalise factories with Nvidia May 29, 2023 Some of the world's largest electronics manufacturers are advancing their industrial digitalisation efforts using a new reference workflow that combines Nvidia technologies for generative AI, 3D collaboration, simulation and autonomous machines.
Reduced production capacity may become short-term norm for MLCC suppliers May 22, 2023 TrendForce reports that global economic headwinds have had a significant impact on the MLCC industry, with shipments from January to April of this year totaling 1.359 trillion units. This represents a 34% decrease compared to the same period in 2021, highlighting the greater impact of global economic headwinds on the MLCC industry compared to the pandemic.
MMI: Global top 50 EMS companies surpassed $457 billion in revenue April 11, 2023 In 2022, Top 50 EMS sales accounted for USD 457 billion in revenue – an increase of USD 40 billion, or 9.5%, from 2021, reports Manufacturing Market Insider (MMI).
Notebook shipments projected to reach a 10-Year low in 1Q23 January 17, 2023 Due to the various major events that affected the global economy and politics, the overall demand for consumer electronics made a sharp downward turn in 2022, and global shipments of notebook (laptop) computers began to fall over the quarters.
Mobileye and WNC collaborate on imaging radar production January 06, 2023 Mobileye and Wistron NeWeb Corp. (WNC) have entered into a collaboration for the production of Mobileye's software-defined imaging radars.
Server supply chain undergoes realignment December 12, 2022 Google, AWS, Meta, and Microsoft all add production sites in Southeast Asia to hedge geopolitical risks, says TrendForce.