High Tech Weighs Risks & Rewards of Moving Beyond China

Country-of-origin adjustments can help U.S. high-tech companies minimize geographical risks and mitigate the impact of tariffs. But the strategy can be costly, complicated and risky; and a decision that’s not easily undone. Tariffs are not going to just disappear, market experts say. Even with a delay on certain Chinese-import tariffs, the likelihood of a cease…

Pangea is Born: How will it Impact the Flash Memory Supply Chain?

If the planned $18 billion sale of Toshiba Corp.’s flash memory unit to a consortium led by Bain Capital Private Equity, LP survives legal objections and receives regulatory approval, the deal can be expected to result in higher component supplies within the next year, helping to allay OEM fears of tightening purchasing conditions for the…

Bose Extends Partnership with Flex

Framingham, Mass. — Today, Bose Corporation, a US-based multinational company and global leader in audio systems, and Flex, a global leader in manufacturing, announced they’ve reached an agreement to expand their existing strategic partnership.  As part of the new agreement, ownership and operation of Bose’s manufacturing and development operations in San Luis, Mexico and Penang, Malaysia will transfer to Flex,…

Sanmina Gains Lumentum ‘Excellence’ Award

Sanmina Corporation, (SANM) a leading integrated manufacturing solutions company making some of the world’s most complex optical, electronic and mechanical products today announced Lumentum, a market leader in innovative optical and photonic products, recently recognized Sanmina’s outstanding performance with Lumentum’s Excellence in Value Innovation award. This award acknowledges Sanmina’s performance in a number of areas…

OEMs Retain Firm Grip on Purchasing Power

Purchasing conditions continue to whipsaw in the electronics industry but OEMs and contractors remain on top of the food chain, benefitting from weak pricing and easy availability of supplies amidst heavy discounting by harried vendors. However, OEMs, too, are stressed with uncertain demand, the stronger dollar, a potential hike in U.S. interest rates and conflicting…

Apple Tightens Grip on Electronics Supply Chain

Apple Inc. is aptly named. The iPhone maker is golden on Wall Street, venerated by fans and irresistible to enterprise partners, making it the most tempting and most sought after customer in the global electronics supply chain. Conversely, Apple can morph into a living nightmare for rivals, suppliers and contractors who defy it as some…

Diversification Yields Positive Results for Sanmina

Sanmina Corp. is the new investors’ darling of the contract manufacturing industry. Its stock price has surged at a double-digit clip in recent days despite tepid sales growth and amidst continuing signs visibility into end-markets remain limited. What accounts for this disparity? Sanmina isn’t exactly the same company it was only a few years ago.…