EMSNOW

In Part 2 of this essential interview Dale Ford, Chief Analyst of ECIA explains his interpretation of semiconductor cycles and what it means for the overall industry. He goes deep into specific semiconductor categories, how the cycles impact the component channel, and what we can expect from where we are in this specific cycle. The conversation then turns to interpreting economist forecasts and a...

Rajendra Velagapudi, Managing Director & CEO, Cyient DLM updates EMSNOW on his company’s most recent quarterly results and recent strategic initiatives. Cyient DLM (Design-Led Manufacturing) was one of the companies visited on the On Tour India trip, and Eric continues the conversation from last month digging more deeply into what it means to be ‘design led’. Rajendra explains the difference b...

EMSNOW reports for the last time in 2025 from Bangalore where Eric has attended the electronica/productronica trade show. In this final podcast he describes the atmosphere at the show as very high energy, and compares it to the ones in Munich, and elsewhere. He reports on some of the EMSNOW advertisers he met as well as new EMS companies in India that were not on his tour itinerary. He also commen...

EMSNOW reports on our last two EMS visits on this OnTour India: InCap and Indic EMS Electronics. Eric tells us whom he met with at each company and some details about what makes each unique. As he explains, there is no one way to run an EMS business and this tour has certainly highlighted that fact. InCap is a global EMS that first became a public company on the Helsinki stock exchange in 1997. It...

EMSNOW travels to Mysore to visit two EMS: Cyient DLM and Kaynes Technology. Cyient DLM (which stands for Design-Led Manufacturing) has a unique, engineering-heavy story, Eric explains, with 4 facilities in India and a U.S. facility acquired last year. The company has a 30+ year history in India and specializes in critical products in regulated industries, e.g. aerospace, medical, industrial and m...

EMSNOW reports from Bangalore's aerospace/defense manufacturing region. Eric visits Centum Electronics and learns about its EMS history since its founding in 1994, and its expertise in highly complex manufacturing in regulated industries. The company has seen a surge in growth from companies moving manufacturing out of China and the U.S.  The discussion includes more general industry insights...

EMSNOW reports on our last EMS visit in the Pune area.  inYantra Technlogies is located outside Pune in the Satara District a beautiful area where the other industry is flower-growing. inYantra has been in business for 25 years and recently entered into a joint venture with cable and wire harness company Volex. This relationship gives inYantra the ability to offer full service support to its custo...

EMSNOW reaches the halfway mark on the On Tour India trip with visits to two EMS companies in Pune. In this podcast, Eric Miscoll describes his visit to two EMS 100% focused on the automotive market, which is typical of the Pune region. Both companies provide dedicated electronics manufacturing services for the automotive market which includes all types of both EV and ICE vehicles. Varroc builds c...

EMSNOW arrives in Pune late in the evening to report on two visits conducted earlier in Vadodara: Aimtron and Vinrox Technologies. These are two impressive EMS with very different histories and capabilities. Aimtron has been in operation for several decades and interestingly got its start in a facility outside Chicago in the US. It prides itself on its electronic design and manufacturing services...

EMSNOW reports from a hotel in Vadodara where Eric traveled to from New Delhi after a visit to Syrma SGS. This podcast includes details about that visit and continuing observations about the EMS industry in India. Eric discusses the current growth forecasts for the EMS industry that are being put forth: from a baseline of $US 100 billion currently to potentially $US 400 or even 500 billion by 2030...

EMSNOW reports on the first day of visits on the India Tour to Sahasra Electronics and Dixon Technologies in the Noida region southeast of New Delhi. Eric shares the insights that are only possible from on the ground experience: what it's like to get around in the region, as well as details about the two companies. He comments that there is not one right way to run an EMS company: so many fac...

EMSNOW will be reporting from India for the next several weeks. Eric Miscoll has scheduled on-site meetings with 14 mainly domestic companies, but also some global EMS with facilities in this important rising geography. The tour schedule includes companies in the New Delhi area, Gujarat, Pune, and of course the Bangalore area. In this initial podcast, he shares insights about current business cond...

EMSNOW learns about Aimtron's unique operational strategy from Sneh Shah, Director. Aimtron is unique among EMS companies having started with a U.S. facility and subsequently opening the two facilities in India. The discussion covers Aimtron's full spectrum of services, adding robust design support to traditional EMS. They work with customers from the concept and feasibility stage to ful...

EMSNOW and Season Group's President and CEO Carl Hung discuss the 50-year history of Carl's family business and the industry as a whole. Carl marvels at the incredible resilience of EMS companies that have survived the challenges of the past 20 years, and shares insights into how Season Group has managed. The conversation covers the current disruptions of tariffs and geopolitical shifts...

In this insight packed interview EMSNOW speaks with Francisco Almada Lobo, CEO of Critical Manufacturing MES. Critical has just hosted their most recent Summit where 600 attendees met in Portugal to explore the opportunities and challenges of MES. From the first session, the topic of AI 'set the stage on fire' with all the possibilities these new technologies bring to the table.  Francis...

EMSNOW catches up with Jeroen Tuik, CEO, Connect Group to discuss their recent announcement about expanded operations in the U.S. Connect Group is a top tier EMS in Europe with global facilities; its facility in Romania was featured on EMSNOW/in4ma’s 2024 On Tour. Connect Group has a complete suite of services and is one of the Top 20 European-based EMS. Their customers are primarily in the indust...

In an information-packed wrap-up, the EMSNOW and in4ma On Tour 2025 team takes a step back from the Central and Eastern European EMS facilities visited to comment on the overall trends in the industry at this critical point in time. Dieter provides a data-backed characterization of the overall EMS market in Europe, including many fascinating datapoints teasing in4ma's extensive market researc...

EMSNOW and in4ma's Dieter Weiss discuss the Third in4ma European EMS and PCB Forum held this year in Bonn Germany. They go deep on the attendees, networking opportunities, quality of data and comparisons with previous events. This is the premiere event for executive management teams, well-vetted suppliers, and investors who return each year for the superb data analysis and frank industry disc...

Recorded after a long drive to the Czech Republic from their last visit to several FLEX facilities in Hungary, EMSNOW and in4ma's Dieter Weiss discuss FLEX's amazing advanced manufacturing capabilities. The first facility was a highly automated manufacturing operation dedicated to serving primarily the automotive sector; the second was a plant serving both automotive manufacturing includ...

The EMSNOW and in4ma Tour 2025 makes its last stop at the Kitron facility in the Czech Republic. Kitron is a global public EMS listed on the Oslo exchange; it is #6 on in4ma's list of Top European EMS with facilities across the globe. Our two experts discuss in depth Kitron's history, global footprint, background and market strategy, including recent activities to maintain that #6 Europe...

EMSNOW and in4ma On Tour visits Eurocircuits in Hungary to cover a very unique service offering in the electronics manufacturing ecosystem: PCB fabrication and PCBA assembly for prototypes. Eurocircuits' business model is laser-focused on this part of the industry that is less well known compared to EMS. The discussion covers our behind-the-scenes glimpse of Eurocircuits' unique data dri...

The EMSNOW and in4ma team spends the day in Hungary visiting two Zollner Elektronik facilities there. The podcast discussion begins with an overview of how this well established German EMS began in 1988, before the reunification. Manfred Zollner's family history and deep concern for employees is legendary, and in clear evidence on this visit. Dieter and Eric cover the details of the two facil...

EMSNOW and in4ma On Tour 2025 moves to Hungary with visits to the Katek and Prettl Electronics facilities. The conversation begins with in4ma's most recent data about EMS companies operating in Hungary and a brief summary of the context of the industry there. Then they turn to the details of the day's visits, including the global footprint of the parent organizations, the market sectors...

On this third podcast, the conversation covers two more Central European EMS: Fideltronik in Poland and InCap's facility in Slovakia.  At revenues of around $400 million, with 2400 employees, Fideltronik is a family owned EMS with a unique story. They are the largest Polish EMS and the discussion includes their organizational structure, general comments about the customer base and a detailed...

EMSNOW and Dieter Weiss discuss their visits to two very different EMS in Poland: one of many facilities of global EMS AsteelFlash and a medium sized domestic EMS, Nordes. They discuss the different business strategies, customer profiles, and footprints of the two, each successful in their own sphere. EMSNOW wishes to acknowledge this year’s tour sponsors CalcuQuote - Source, Quote, Purchase Smart...