据悉，英业达选择前往德克萨斯州设厂，主要原因包括邻近墨西哥、当地电力供应较充足等。供应链此前还传出消息称，英业达考虑在德克萨 斯州租用厂房，建置先进服务器后段组装产线，预计最快下半年就可望启用。 4月29日消息，据台媒《经济日报》报道，电子代工大厂英业达也宣布加入了"美国制造"行列。而在此之前，鸿海、广达、纬创、纬颖、仁宝 等台系电子代工大厂均已投入"美国制造"，随着英业达也宣布在德克萨斯州建厂，台系主要电子代工厂当中，仅剩和硕未有宣布在美国布局。 4月28日，英业达董事会批准，拟斥资上限8,500万美元，在美国德克萨斯州设立服务器制造基地。此举有望降低特朗普政府关税战干扰，助力 后续营运。 英业达董事会通过美国投资计划，授权子公司在得州寻觅合适厂房。英业达指出，美国子公司为因应未来全球化策略布局及稳定客户合作关 系，满足客户出货地点需求，同时积极争取开发新客户或市场，并降低美国关税政策波动影响，将于美国得州设立产品制造基地。 代工厂忧心特朗普政府的关税政策，将为营运增添更多不确定性，因此特朗普上任以来，各大代工厂相继部署重兵，前往美国建立制造产能， 鸿海、广达、纬创及旗下服务器代工厂纬颖、仁宝等，陆续赴美投 ...

SAN JOSE, Calif., April 28, 2025 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (NASDAQ: SANM), a leading integrated manufacturing solutions company, today reported financial results for the second quarter ended March 29, 2025 and outlook for its third fiscal quarter ending June 28, 2025.Second Quarter Fiscal 2025 Financial Highlights Revenue: $1.98 billion GAAP operating margin: 4.6% GAAP diluted EPS: $1.16 Non-GAAP(1) operating margin: 5.6% Non-GAAP(1) diluted EPS: $1.41Additional Highli ...

Company Overview - Bel Fuse Inc. is a leading global manufacturer of products that power, protect, and connect electronic circuits [1] - The company operates in various industries including defense, commercial aerospace, networking, telecommunications, computing, general industrial high-speed data transmission, transportation, and eMobility [1] - Bel's product groups include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions [1] Investor Conference Schedule - Bel Fuse Inc. will participate in Oppenheimer's 20th Annual Industrial Growth Conference on May 8, 2025, with a fireside chat at 12:45 pm ET [2] - The company will also attend the 22nd Annual Craig-Hallum Institutional Investor Conference on May 28, 2025, at the Depot Renaissance Hotel Minneapolis [2] - Additionally, Bel will be present at the KeyBanc Industrial & Basics Conference on May 29, 2025, at the InterContinental Boston [2]

Core Insights - The company reported a revenue of 8.376 billion yuan for 2024, with fluctuations in net profit attributed to declining gross margins, increased expense ratios, impairment losses on real estate assets, and increased fair value losses [1] - In Q1 2025, the company achieved a revenue of 2.051 billion yuan, representing a year-on-year growth of 6.75%, while net profit surged by 267.63% to 22.299 million yuan due to revenue growth and reduced expense ratios [1] - The company has been focusing on core business sectors such as network communication, data communication, mobile communication, and automotive electronics, while also expanding into the electronic manufacturing sector to capitalize on the opportunities presented by the wave of intelligent development [1][2] Network Communication Business - In 2024, the company's PON series products saw a slight increase, and it continued to receive mass production orders for the Wi-Fi 7 project from key clients [1] - The company successfully promoted domestic Wi-Fi products and entered the shortlist for network product OEMs for domestic operators [1] Data Communication Business - The company achieved a breakthrough in its industrial switch JDM project in 2024, with the 800G data center switches beginning to ship [2] - By early April 2025, the company had mass-produced general servers, with cumulative shipments exceeding 7,000 units [2] Mobile Communication Business - The company advanced its business expansion and cost reduction efforts in 2024, with the base station product center completing the development of a new platform and multiple new products [2] - Significant cost reductions of over 20% were achieved for the BOM of the full series of fencing products through various strategies [2] Automotive Electronics Business - The company officially entered the automotive electronics sector in 2022, establishing Suzhou Gongjin Automotive Technology Co., Ltd. [2] - In 2024, the company made significant breakthroughs in key clients for millimeter-wave radar and steering gear, as well as in laser radar and automotive amplifier products [2] Future Outlook - The company demonstrated strong resilience in its core business areas throughout 2024 and aims to strengthen cost control while implementing intelligent manufacturing principles to ensure steady progress in a complex market environment [3]

Celestica Inc. (NYSE:CLS) Q1 2025 Earnings Conference Call April 25, 2025 8:00 AM ET Company Participants Matthew Pallotta - Head, Investor Relations and Senior Director, Finance Rob Mionis - President and Chief Executive Officer Mandeep Chawla - Chief Financial Officer Conference Call Participants David Vogt - UBS Samik Chatterjee - JPMorgan George Wang - Barclays Ruben Roy - Stifel Thanos Moschopoulos - BMO Capital Markets Steven Fox - Fox Advisors Paul Treiber - RBC Capital Markets Robert Young - Canacco ...

Core Viewpoint - Yingqu Technology (002925.SZ) reported a decline in both revenue and net profit for the third consecutive year, with revenue of 3.573 billion yuan, down 7.45% year-on-year, and a net profit of 251 million yuan, down 44.17% year-on-year, primarily due to a painful revenue structure adjustment and a significant drop in its innovative consumer electronics business [2][3][6]. Revenue and Profit Performance - The company has experienced a continuous decline in revenue and net profit over the past three years, with revenue dropping from 7.061 billion yuan in 2021 to 3.573 billion yuan in 2024, and net profit decreasing from 1.093 billion yuan to 251 million yuan during the same period [6][12]. - The gross profit margin for 2024 was recorded at 28.36%, down from 30.70% in the previous year, reflecting a decrease of 2.36 percentage points [6]. Business Segment Analysis - The innovative consumer electronics segment, which previously accounted for over 60% of revenue, saw a significant decline, with revenue falling to 1.137 billion yuan in 2024, representing 31.82% of total revenue, down from over 43.05 billion yuan in 2021 [3][5]. - The automotive electronics segment was the only area showing positive growth, achieving revenue of 614 million yuan in 2024, a year-on-year increase of 19.43%, but it still only accounted for 17.19% of total revenue [5][6]. - The smart control components business has shown slow growth and volatility, with revenues fluctuating between 9.55 billion yuan and 11.45 billion yuan from 2020 to 2024, including a decline in 2022 and 2024 [4][6]. Financial Management and Shareholder Actions - Despite the declining performance, the company declared a substantial dividend of 323 million yuan, which represents 195.07% of its net profit for 2024, raising concerns about the sustainability of such payouts amid ongoing financial pressures [7][12]. - The major shareholder, Wanlida, has pledged over 60% of its shares, indicating potential liquidity issues, as the high dividend payout may be a strategy to alleviate financial strain on the major shareholder [7][14]. Investment and Future Outlook - The company is focusing on expanding its UDM (User Defined Manufacturing) model and plans to strengthen its automotive electronics and health environment businesses by 2025 [3][6]. - Yingqu Technology has been investing heavily in construction projects, with significant funds allocated to multiple manufacturing facilities, including a 500 million USD investment in a Mexican manufacturing base, which is currently only 24.46% complete [9][13].

Core Insights - Bel Fuse Inc. reported preliminary financial results for Q1 2025, showing a significant increase in net sales and gross profit margin compared to the same period last year [1][9] - The company anticipates continued strength in defense, space, and AI markets, which are expected to offset declines in rail, e-Mobility, and consumer markets [3][4] - A management transition is set to occur, with Farouq Tuweiq appointed as the new President and CEO [5][9] Financial Performance - Net sales reached $152.2 million, up from $128.1 million in Q1 2024, marking an 18.9% increase [9] - Gross profit margin improved to 38.6%, compared to 37.5% in Q1 2024 [9] - GAAP net earnings attributable to Bel shareholders were $17.9 million, an increase from $15.9 million in Q1 2024 [9] Market Dynamics - The company is experiencing increased demand in defense and commercial aerospace sectors, as well as in the emerging AI market [3] - Approximately 75% of global sales are not currently affected by recent U.S. tariffs, with only about 10% of sales linked to products manufactured in China [4] - The company has adjusted its Q2 2025 sales guidance to $145 to $155 million, accounting for potential impacts from tariffs [4] Product Group Performance - Power Solutions and Protection sales increased to $83.1 million from $60.2 million, while Connectivity Solutions saw a decline of 6.5% [18] - Magnetic Solutions experienced a 36.1% increase in sales, reflecting strong demand [18] Non-GAAP Financial Measures - Non-GAAP net earnings attributable to Bel shareholders were $16.8 million, slightly down from $17.0 million in Q1 2024 [9] - Adjusted EBITDA for Q1 2025 was $30.9 million, representing 20.3% of sales, compared to $22.4 million or 17.5% of sales in Q1 2024 [9][19]

Group 1 - Sanmina Corporation will host its second quarter fiscal 2025 earnings conference call on April 28, 2025, at 5:00 PM ET [1] - The live webcast presentation and supporting materials will be available on the Sanmina website in the Investor Relations section [1] - A webcast replay will be accessible at the same location after the event concludes [1] Group 2 - Sanmina Corporation is a Fortune 500 company and a leading integrated manufacturing solutions provider in the global Electronics Manufacturing Services (EMS) market [2] - The company is recognized as a technology leader, providing end-to-end manufacturing solutions to Original Equipment Manufacturers (OEMs) in various sectors including industrial, medical, defense, aerospace, automotive, communications networks, and cloud infrastructure [2] - Sanmina has strategically located facilities in key regions around the world [2]

Core Viewpoint - CTS Corporation is set to release its earnings for the first quarter of 2025 on April 30, 2025, at 8:00 a.m. (ET) [1] Earnings Release Details - The conference call to discuss the first quarter 2025 results is scheduled for April 30, 2025, at 10:00 a.m. (ET) [2] - Dial-in numbers for the conference call include +1-833-470-1428 (Toll-Free) and +1-404-975-4839 (Local) for U.S. callers, with additional global dial-in numbers available for international participants [2] Webcast Information - A live audio webcast of the conference call will be accessible from the Investors section of CTS Corporation's website and will be archived for one year [3] Company Overview - CTS Corporation is a leading designer and manufacturer of products that Sense, Connect, and Move, producing sensors, actuators, and electronic components across North America, Europe, and Asia [4] - The company serves various markets, including aerospace/defense, industrial, medical, and transportation [4]

Powell Industries, Inc.’s (POWL) robust momentum can be largely attributed to its strong foothold and improving conditions in two key markets, which are oil and gas and petrochemical. The company’s first-quarter fiscal 2025 (ended December 2024) results indicated strong year-over-year growth, with revenues growing 24.4% to $241.4 million, driven by persistent strength and healthy levels of project activity across these two markets.Several favorable trends across the oil, gas and petrochemical end markets, i ...