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Report: EMS vendors face supply chain 'pileup'

8/30/2010 06:50 PM EDT
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Warren3
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re: Report: EMS vendors face supply chain 'pileup'
Warren3   8/30/2010 8:42:08 PM
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When and where growth opportunities come it will be worth noting where the "industry" could not fully exploit the chance because of its inability to sufficiently produce and even more noteworthy where various competitors have competetive product but are unable to produce enough volume... not for lack of willingness to invest but lack of supplies and/or tools of production.

Baolt
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re: Report: EMS vendors face supply chain 'pileup'
Baolt   8/30/2010 8:08:18 PM
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While EMS guys cant make early commitments and long term order entries, for sure they would be the worsely effected ones, especially at these days, where many semicon goes to allocation. Big brothers get the pies remaining crumbs ever fulfills EMS,ODM demand. Despite they are lucky ones who are backed by big brother to whom they produce, who can push hard on semicon fellows. We saw the peak at Q2, perhaps Q3 will be higher than expected however for sure at Q3 things will be more calm

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