Tag Archives: EMS
Could PCs do what the rest of the EMS industry could not — derail the Foxconn train? Over the past decade, Foxconn has been practically unstoppable. Not a backlash against China, outrage over dozens of worker suicides, at least two … Continue reading
Coming next week, the annual CIRCUITS ASSEMBLY Top 50 EMS providers. Who were the biggest gainers and fallers? We will have the full story for you on April 1.
It’s flown way under the radar but Nam Tai just became the newest member of the EMS $1 billion club, joining 13 other companies (not including the major Taiwanese ODMs like Quanta, Wistron and Compal). The company crossed the threshold … Continue reading
Lincoln International today published its quarterly EMS stock index and, as usual, there are several interesting nuggets to be gleaned. One thing that stands out is how well Celestica has been managed over the past several years. It’s the only … Continue reading
I was pleasantly surprised this morning to receive a note from IPC indicating a change to its data collection methods. In an announcement touting its new market research subscription series, IPC said it would use aggregate company data along with … Continue reading
There is a lot of speculation regarding Apple’s stated intent to build a manufacturing site in the US. This is not a major move. Only 200 jobs will be created. I cannot help but wonder if this is related to … Continue reading
Checking our pool of 30 or so publicly traded EMS companies that have thus far reported third-quarter earnings, we see an industry that is decidedly mixed. Exactly half of those in our pool reported net income rose over last year. … Continue reading
Is the IEC Electronics story the comeback of the decade or a disaster in waiting? Some thoughts here.