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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.

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 of Foxlink India Electric Private Limited. The disclosure was made to the Bombay Stock Exchange and the National Stock Exchange under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in compliance with a SEBI master circular dated 30 January 2026.

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, positioning itself as an advanced materials supplier for next-generation industries.

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. The company links rising demand to the new generation of GPU platforms entering mass production and to greater needs for system integration, rack-level assembly, and power and cooling architectures.

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 year-over-year revenue growth. Wistron's revenue growth exceeded triple digits when Wiwynn is excluded. Companies expect March, the final month of the quarter, to mark the revenue peak for the first quarter of 2026.

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. The company aims to boost new business contributions and "launch a high-growth cycle." Full-year 2025 revenue, however, is expected to remain roughly flat year over year amid tariff and raw material headwinds.

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 India Private Limited to produce mobile phones, tablets, IoT devices, and advanced wearable products in India.

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 to support semiconductor development—as New Delhi seeks to deepen electronics manufacturing and strengthen its position in global supply chains.

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 detailed capital injections for North American subsidiaries, property acquisition in Texas, and a new factory in Mexico.

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 demand from hyperscale cloud data centers and cloud service customers. Production capacity is expected to scale up from the second quarter onward.

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 on March 9.

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