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OEM2EMS WEEKLY · 2026-10-03

The Two-Speed Factory: AI Capacity Accelerates While Cost and Compliance Risks Return

The global electronics industry is becoming a two-speed factory: AI-driven capacity is expanding rapidly, but cost, lead-time, inventory and compliance risks are rising just as fast. In Issue 005 of OEM2EMS GLOBAL EMS INTELLIGENCE™, I share what OEM leaders should watch—and the practical actions they can take to secure qualified capacity and strengthen manufacturing resilience. #OEM2EMS #EMS #ElectronicsManufacturing #SupplyChain #OEM #ArtificialIntelligence

OEM2EMS Global EMS Intelligence Issue 005: The Two-Speed Factory. AI growth is accelerating; risk is rising too.

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