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Celestica 2020 Q3 Earnings Presentation

The following slide deck was published by Celestica Inc. in conjunction with their 2020 Q3 earnings call. Source: Celestica Inc. 2020 Q3 – Results – Earnings Call Presentation (NYSE:CLS) | Seeking Alpha

Flex 2021 Q2 Earnings Presentation 

The following slide deck was published by Flex Ltd. in conjunction with their 2021 Q2 earnings call. Source: Flex Ltd. 2021 Q2 – Results – Earnings Call Presentation (NASDAQ:FLEX) | Seeking Alpha

Global Electronics Outlook: Future Recovery Hinges on COVID Activity 

Third quarter financial reports are just being released by publicly-traded companies. Based on still very limited data, here is our first very preliminary estimate of world electronic equipment growth:Global electronic equipment sales declined an estimated 6.7 percent in Q3 2020 versus Q3 2019; however, they increased 6.8 percent compared to Q2 2020 (charts 1 and […]

Avnet 2021 Q1 Earnings Presentation 

The following slide deck was published by Avnet, Inc. in conjunction with their 2021 Q1 earnings call. Source: Avnet, Inc. 2021 Q1 – Results – Earnings Call Presentation (NASDAQ:AVT) | Seeking Alpha

Reshoring is in Full Swing Among American Manufacturers 

Heavily impacted by the supply chain disruptions that happened during the early stages of the global pandemic—and that continue to effect specific business sectors months later—American manufacturers are rethinking their supply chains and coming up with new ways to shield them from future shocks. Source: Survey Says: Reshoring is in Full Swing Among American Manufacturers […]

Apple sees strong demand for iPhone 12 Pro

Demand for the iPhone 12 Pro has been so strong delivery lead time from manufacturers has had to be extended. And Apple is set to increase orders for VCSEL chips supporting the iPhone 12 Pro’s LiDAR scanner for immersive augmented reality (AR). The PC market has seen risk sales in the wake of the pandemic, […]

VCSEL maker LandMark sees revenues growing

LandMark Optoelectronics, a specialist for epitaxial wafers and VCSEL components, is expected to see its revenues hit new highs in two years in fourth-quarter 2020, after witnessing its sales rise 13.1% sequentially to NT$603 million (US$21.09 million) in the previous quarter, according to industry sources.The growth momentum will continue into the fourth quarter as the […]

AMD Confirms Rumored Acquisition of Xilinx 

AMD said it is buying Xilinx for $35 billion, confirming the news leak several weeks ago. AMD made it clear that this deal is all about high performance computing (HPC): it was the headline of its announcement; it is at the top of AMD’s web site today; and it was the first thing CEO Lisa […]

Raytheon to shrink office space in push for ‘huge savings’ 

Raytheon Technologies Corp. is planning to shrink its office space even more than originally planned.The Waltham-based aerospace and defense company (NYSE: RTX), one of the largest employers in Massachusetts, reported earnings on Tuesday. CEO Gregory Hayes gave analysts an update on the previously announced plan to reduce $2 billion in costs this year and save […]

Raytheon Technologies Corporation 2020 Q3 Earnings Presentation 

The following slide deck was published by Raytheon Technologies Corporation in conjunction with their 2020 Q3 earnings call. Source: Raytheon Technologies Corporation 2020 Q3 – Results – Earnings Call Presentation (NYSE:RTX) | Seeking Alpha

Matsuo Electric offers high temperature thermostats rated up to 450°C

Matsuo Electric offers a new series of high temperature  thermostats capable of operating up to 450°C. Calibration from 200°C to 400°C are available with tolerance down to ±15°C and differentials as small as 20±10°C. The M2H is capable of 2 million mechanical cycles and over 100,000 electrical cycles as for the regulating temperature and also […]