
EMS@C-LEVEL · 2026-05-26 · 13 min
Twelve months after the DBG partnership, we get honest about what actually changes when an acquisition is more than a headline. From my recent visit to ALL Circuits' flagship facility south of Paris, Deputy CEO Stephane Klajzyngier and I break down the real milestones: shared purchasing of high-impact production equipment like SMT machines, AOI, and printers, plus the way joint line design can sharpen cost and competitiveness in the electronics manufacturing services market. The point isn’t “bigger is better” it’s how smarter CapEx decisions help you win the next RFQ. From there, we move into growth strategy. We talk about the first common customer now starting sample builds and why entering the AI server market matters for diversification beyond automotive electronics. AI infrastructure also rewrites the rules on time to market: instead of 12 - 18 month ramps, customers expect weeks. That forces new thinking around investment readiness, capacity planning, and how an EMS partner proves it can move fast without cutting corners.