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In recent months, Thomas Weisel Partners' Electronics and Semiconductor research team has grown increasingly positive about the prospects for recovery in the foundry, packaging and test, semiconductor device, capital equipment, […]

Recent share price declines coupled with improving prospects for near-term acceleration in earnings growth make investments in the EMS top tier increasingly compelling, with limited downside risk and substantial appreciation […]

With the great bull market a fading memory, we believe it's time for investors-and company managements-to recognize the grim reality: no longer will there be a bottomless well of free […]

In 2000, a number of major OEMs accelerated their outsourcing of manufacturing operations, both through new program awards and by transferring their production assets to EMS partners. While the trend […]

Recently, we documented the impact of last year's component supply-demand imbalances on EMS leaders and pointed to the positive impact of easier component availability on balance sheets, returns on capital, […]

Recently, there has been some debate concerning the size of the worldwide Electronics Manufacturing Services market. Electronic Trend Publications sized EMS at $44.9 billion in 1998, less than 11% of […]

Despite reports to the contrary in the popular press, it has become increasingly clear to us that end-market demand for technology products is likely to remain strong entering the new […]