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I was on a call with our Future Electronics reps yesterday and they more or less said the same. Every CM is booked to capacity as well. They said it's a combina

by __sy__ 6y ago

I was on a call with our Future Electronics reps yesterday and they more or less said the same. Every CM is booked to capacity as well. They said it's a combination of stopping production for almost 3 months and then an explosion of latent demand for consumer devices + WFH demand. Btw, another interesting ramification of both the trade war with China and the travel restrictions is that a lot of low/mid scale electronic manufacturing is being moved to Mexico.

blueblisters 6y ago
> Btw, another interesting ramification of both the trade war with China and the travel restrictions is that a lot of low/mid scale electronic manufacturing is being moved to Mexico. That's a first I have seen manufacturers moving to a country with similar wage levels. Last I heard, wasn't a lot of manufacturing shifting to Vietnam, Malaysia and to some extent, India?