Tag Archives: EMS
Weirdness abounds at Fabrinet. Consider the following: On Aug. 1, CEO David Mitchell sells 40,000 shares of company stock in a transaction valued at $734,000. On Aug. 12, JDS Uniphase lowers its outlook, saying its current quarter sales will be as much as … Continue reading
There’s been a flurry of EMS acquisition activity of late, with Natel’s acquisition of EPIC Technologies and Benchmark’s pickup of Suntron and CTS among the larger deals. Lincoln International, an M&A advisor, counts nine transactions in the fourth quarter alone, … Continue reading
Is Benchmark’s acquisition of CTS a good move? Yes, it says here, and for multiple reasons. In no particular order: 1. Profits. Benchmark says the acquisition will be accretive starting in fiscal 2014, which suggests they think they can make … Continue reading
We’ve said it before, we’ll say it again: EMS companies don’t sit still. Notebook ODMs, faced with falling demand and profits, are not going gently into the good night. Flextronics dumped the PC ODM business a couple years ago to … Continue reading
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.