BOSTON -- The following is a list of updates from companies' responses to the coronavirus (Covid-19).
If the company is publicly traded, it is identified below. If the information was provided on background, then the company is not identified.
As of Mar. 19, all operations in Malaysia and California are effectively closed, except in critical situations. Effective Mar. 21, all non-essential Illinois businesses are closed until Apr. 7. Effective Mar. 22, all non-essential New Jersey businesses are closed until Apr. 7. Effective Mar. 24, all non-essential Massachusetts and Delaware businesses are closed until Apr. 7. Also under shutdown orders: Kentucky, Louisiana, Ohio, Oregon, Philadelphia, St. Louis County (including St. Louis), Kansas City (MO), New Orleans, San Miguel County (CO), Athens-Clarke County (GA), Blaine County (ID).
As of Mar. 24, India is on a nationwide lockdown. The restrictions will apply from midnight local time (18:30 GMT) and will be enforced for 21 days. "There will be a total ban on venturing out of your homes," Prime Minister Modi said.
As of Mar. 24, China is completely back online, expect for the city of Wuhan. Most factories are at 80% or more of normal operations, with many back to 100%.
ADM Tronics (3/17) Operations at its research, development, engineering and FDA-registered Medical Device manufacturing facility are currently continuing during the Covid-19 outbreak.
Argo EMS (3/25) Argo continues to remain open as a provider of printed circuit board assemblies to the medical, military, aerospace and commercial sectors.
Autodesk (3/11) Southeast Portland, OR, employees encouraged to work from home. Business travel restricted and transitioning critical events to virtual programs.
Bay Area Circuits (3/26) Our Silicon Valley PCB fabrication facility continues to be fully operational with capacity to support essential medical, defense & other pandemic solution related projects.
Benchmark Electronics (3/16) Will not achieve the first quarter 2020 financial guidance it previously provided on February 6, 2020 due to the impact from the novel coronavirus ("COVID-19"). This updated outlook results primarily from the impact of the temporary shutdown of its plant in China due to COVID-19, supply chain and logistics interruptions from Asian suppliers impacted by the virus, and the emerging restrictions related to government regulations on its operations. Benchmark's factory in Suzhou China was proactive in working with the government to come back online five weeks ago and is now fully operational. The situation with COVID-19 continues to evolve rapidly, and the company is closely monitoring impacts to its business. Benchmark expects to provide more information during its next earnings call in April.
BEST (3/23) Is considered an "essential and necessary" business for manufacturing defense and aerospace products and is open.
Bestronics (3/23) Is open and continues to operate its business under Section 10 f) xv) of the Order of the Health Officer of the County of Santa Clara dated March 16, 2020 as a supplier of goods and services to its customers who have been identified as “Essential Businesses.”
Celestica (3/17) Withdrew previously announced Q1 financial guidance, citing government-driven factory shutdowns stemming from the Covid-19 outbreak. “Shelter-in-place” order went into effect Mar. 17 in multiple Bay Area counties in California. Celestica temporarily stopped work onsite at its operations in Santa Clara County and Alameda County until Apr. 7. Furthermore, the Malaysian government issued an order to close certain business activities between Mar. 18 and Mar. 31. Celestica expects the government directives will adversely impact its ability to manufacture products and receive required parts from key suppliers.
Cirtek Holdings Philippines (3/24) Cirtek is receiving more orders at present as it maintained operations while Luzon is on lockdown. In a disclosure to the stock exchange yesterday, the listed company said “customer’s order(s) are still coming in even better” because its competitors have shut down operations during the month-long quarantine.
Tier 3 US EMS (3/16) Still business as usual. There is an exception for manufacturing. However, we have halted all in person meetings and conducting customer meeting via conference call. As of right now there are no delays in our supply chain or manufacturing cycle.
US-based Tier 3 Multinational EMS (3/18) US operations on lockdown. Visitors must undergo screen including temperature. China operations at 100% capacity.
Elate SE (3/17) We have applied a series of protection measures that include, for example, high hygiene and control measures, in addition to flexible factory times, restrictions on all trips with respect to the commercial department and performance of administrative functions in employees from home. We also contemplate the possibility of taking subsequent measures according to the recommendations made by the health authorities in our country.
Element Solutions (3/24) Our manufacturing facilities are open. Meeting daily on a local and regional basis to manage supply and demand for our customers; engaging with all of critical suppliers to track availability of raw materials; and coordinating with all our global manufacturing plants as the situation develops to ensure redundant manufacturing capacity and supply chain flexibility At this time, our teams have indicated there are no known issues with our ability to meet the demand of our current order book. Additionally, based on current information, we do not anticipate any interruption in our continuity of supply in the near term.
EMA Design Automation (3/24) EMA will continue to operate during normal business hours while employees work from home. To help engineers adjust to remote working environments, they are offering a work from home program (https://www.ema-eda.com/ema-work-home-program) with a 30-day work-from-home license free of charge.
Eternal (3/25) Richmond, VA, plant remains fully operational. 95% of all dry-film supplied to North American customers comes from this location. We supply a small amount of film from Japan and Taiwan along with some raw materials and to date none of these sites or supply chains have been disrupted. We are a critical supplier to electronics, medical devices and the military and will continue to be allowed to operate as normal. We have no employees to date that have tested positive for the coronavirus. We are strictly following “social distancing” rules, cancelling all non-essential visitors, and providing face masks and plenty of hand sanitizer throughout the plant.
Flex (3/11) Outside China, situation is unfolding. Two weeks ago, China SC was biggest challenge. That situation is improving rapidly. Using same process as China at all other locations. 90%+ workers back at work in China. Significant improvements in China supply chains. Assume at least 2+ quarters for end markets to move through the situation. (3/23) Flex has reportedly asked employees in Tamil Nadu, India, to work from home, and suspended manufacturing operations at the plant.
Foxconn (3/22) Has hired enough workers at all major Chinese plants to meet seasonal demand for iPhone production. Recruitment goals have been reached ahead of schedule at the plants, according to Nikkei. 55,000 workers received a PCR coronavirus test and over 40,000 got chest x-rays.
Frencken (3/20) Shut down its EMS operations in Malaysia until Mar. 31. Operations in Singapore are currently unaffected. The group’s five factories in China have resumed normal operations and are fulfilling orders.
Green Circuits (3/26) Green Circuits is considered an essential business and is open for business. The situation at a State and Federal level is fluid and we are monitoring that closely for any changes and/or impact for our customers.
ICM Controls (3/24) We are classified as an essential service provider by NY State and granted exemption status, and therefore “not subject to the required 100% workforce reduction [mandate]” pursuant to the Governor’s revised Executive Order 202.6. The move allows the company of more than 250 employees to remain operational in full support of other essential service providers standing on the front lines in the battle against COVID-19.
IEC (3/25) Northern California, Chicago, and Canadian operations remain open and fully operational. We are working with our 3rd party warehouses and they too remain open and have been deemed essential. At present, we are not experiencing any direct impacts from our materials suppliers.
IEH (3/20) IEH says it is exempt from the latest New York State mandate issued by Gov. Andrew Cuomo regarding non-essential businesses closing until further notice due to the spread of Covid-19. President and CEO Dave Offerman said the fabricator is classified as an essential business, as IEH provides defense articles to the US government and its prime contractors.
International Oil/Gas OEM (3/16) Still going to work. Received 3 emails from CEO (offshore) saying work from home if you can. But VP of building says, “come to work; we need you.” Hiring freezes in Houston area now because people think recession is coming and oil/gas sector devastated.
Inventec (3/25) China plants are at 95% capacity. A long-term pandemic in North America and Europe would disrupt server production in Juarez, Mexico, and Brno, Czech Republic, and the EMS firm would relocate production back to Taiwan if overseas operations are disrupted.
Publicly traded US fabricator (3/16) Suppliers say everything is OK for now. Travel restricted, with CEO approval only.
IES (Midwest US EMS) (3/18) Wiping down facility at least twice daily. Assessing and augmenting facility-cleaning practices in accordance with recommendations from the CDC and OSHA. IES facility is large enough to allow for the “proper distancing” of employees as recommended by the CDC, so employees can continue with assigned tasks while limiting social contact. Non-essential business travel is limited, and facility visits are limited to truly essential business needs. Actively encouraging sick employees to stay at home and immediately notify supervisor.
Integrated Micro-Electronics, Inc. (IMI) (3/19) The EMS firm is suspending work at some of its facilities in Luzon, Philippines due to the government’s month-long lockdown to contain the spread of the new coronavirus.
US-based PCB fabricator (3/16) Full crew right now. If state shuts things down, that will be an issue. Customers keep pinging us about deliveries. A lot of it is out of our hands. School closures not an issue because most of our workers don’t have kids that age, but we are worried that people get spooked because they might get sick. Suppliers are saying that everything is OK for now. One says they are good for the next 60 days; others haven’t put a date on inventories but generally there are at least 45 days’ worth on inventories in the pipeline. Longer term is more of a concern, if recession hits and defense spending gets delayed or cut.
Intel (3/11) Hillsboro, OR, research and manufacturing operations workers whose jobs allow may work from home. (3/24) Share buyback plan suspended; pandemic could have a material impact on its business, even as its factories remain operational.
Jabil (3/13) Jabil began Q2 with a stronger-than-anticipated start to the fiscal quarter. As we moved into February, demand held, but our ability to meet demand was greatly diminished as virus containment efforts ramped in China. During the quarter, we incurred approximately $53 million in direct costs associated with labor, supplies and supply chain inefficiencies, all caused by Covid. Additional labor costs in Q2. During February, we strategically made the decision to compensate our employees who are restricted and quarantined. These factors contributed to higher labor costs than we expected going into the quarter. Lower factory utilization in China in Feb – dropped to 10 to 20%. Now back near 80%. Bringing up additional capacity in places like Vietnam, Penang and Mexico. Some upstream and downstream supply chain disruptions. CEO Mark Mondello: "Overall product demand remains largely as we anticipated at the beginning of the quarter.” Jabil has implemented quarantine protocols and broad testing in all its factories. "Our travel restrictions have been balanced between keeping people safe and conducting business in a very thoughtful way. We’ve had policies put in place in terms of reducing visits to our factories. We’ve been producing our own surgical masks for our folks in Asia and throughout the world, if needed. Overall impact of Covid on our business is still yet to be determined."
Keysight Technologies (3/18) Temporarily closed many locations globally until at least the end of March, including company HQ in Santa Rosa, CA, and principal order fulfillment and manufacturing operations in Malaysia.
Kimball Electronics (3/25) Covid-19 has disrupted the company’s global operations since its initial outbreak. While our facilities in China were initially adversely impacted, they have now resumed normal operations. The Company’s other non-US operations in Poland, Romania, Thailand, Vietnam, Japan, India, and Mexico are all affected to varying degrees by government measures restricting the movement of citizens and operation of businesses. In the U.S., our manufacturing operations located in Jasper, Indiana, Indianapolis, Indiana, and Tampa, Florida, will maintain normal operations, based on recent federal, state, and local government mandates. This is because they fall under the general exception criteria as “Essential Businesses” due to our production and supply of medical assemblies critical to a variety of respiratory care products and drug delivery devices. We are working closely with our customers and suppliers to support worldwide critical public health needs. The company cannot predict the duration or scope of the pandemic, therefore, the negative financial impact on results cannot be reasonably estimated but could be material. The company will provide an update during our fiscal year third quarter 2020 earnings release conference call and webcast.
Kitron (3/18) So far, no major disruption to our business, neither internally nor with regards to suppliers or customers. Our facility in China was affected by the temporary restrictions imposed by the authorities, but it is currently back to normal capacity, and we will increase capacity going forward," said Peter Nilsson, CEO, Kitron. "All other facilities have been operating as normal. All tier-one suppliers in China have restarted operations. There has so far been no major disruptions to supply chains outside China.
"Moving forward, we are preparing for some component allocations and take actions to alleviate such a situation."
Kodiak Assembly Solutions (3/25) Will remain open as an Essential Business during the Austin, TX, shelter in place edict. “We are remaining open in order to support all of our customers, as many of them are Essential Businesses supporting government infrastructure, first responders, hospitals, etc.” said Michael Harlow, vice president. “We are being notified from our vendor base that some raw materials may become less available in the future."
Tier 4 US-based EMS (3/16) Can’t just close up – pockets not that deep. Business was slowing before Covid. People who have kids can’t get to work. China materials are still coming in; that disruption was short-lived. No furloughs.
Kodak New York State designated Kodak as an “essential business.” All facets of PCB film manufacturing are in Rochester, New York and remain at 100% capacity. We are doing everything to minimize the number of people on the site and conduct best practices regarding cleanliness and social distancing. All non-essential travel has been cancelled. We are taking steps to allow only essential visitors to enter Kodak buildings.
Tier 3 multinational EMS (3/17) Business as usual to a certain extent. Some slight impact on some build to print items in China when they were coming back from Chinese New Year. A few parts pushed out a month or so. We were able to buy some locally (sheet metal). Supply chain been pretty healthy. Brought in 3-4 months worth of resistors and MLCCs to be sure we wouldn’t be stuck there, but not sure we even needed to do that. Huge concerns we will gap out in summer when impact of factories in US is known. We bring in more parts ahead of CNY just as part of a regular business knowing there will be a gap. Grounded business travel a couple weeks ago. Personal travel gets self Q at home. Allowing driving travel but no one is doing it. Only customers can come in; no suppliers; just people who can calibrate equipment. SC, finance, quoting, sales can work remotely. Changed vacation policy so people can go negative on vacation. Mainly hourly workers. Now allow employees to borrow additional 2 weeks of self-quarantine time without fear of not getting paid, and to encourage people to stay and home and get paid so they don’t choose their personal financial situation over public health. Looking at splitting shifts and quarantining some areas of factories. The more effective the shutdown is, the faster things will get back to normal when the mandate is lifted.
MacroFab (3/25) "We have been in contact with all of the factories in our network and they plan to continue operations without disruptions. Our non-essential staff has transitioned to working from home and we have implemented strict social distancing and screening procedures in our HQ facilities, allowing us to continue to operate safely. The biggest impact on orders will come in the form of longer than average lead times as we source components. For most new orders, bare PCB sourcing continues to be the largest contributor to lead times. Once the PCBs, active and mechanical components arrive at our facility in the US, our distributed manufacturing model allows us to tap into dynamic factory capacity to fulfill orders as fast as possible."
Mentor Graphics (3/11) “Suggested” this week that its 1,500 Wilsonville, OR, employees work remotely. (3/12) Mandated work remotely beginning evening of Mar. 12.
Murrietta Circuits (3/27) Open and operational as we are considered critical infrastructure, due to our electronics manufacturing support to the medical electronics and aerospace/military electronic industries.
Neways (3/17) Visitors are not welcomed at Neways premises until further notice if not business critical. We encourage our office workers to work remote as much as possible while ensuring a close collaboration with our production and external partners. Shifts and breaks are spread for our production employees to enable workers to keep more physical distance to colleagues. In the last weeks we have set up a Business Continuity Team that is working on different scenarios to ensure that our business stays up and running. Until now we are not experiencing unmanageable impacts on our supply chain. We are closely monitoring this on a daily basis and are prepared if further measures need to be taken.
Nortech Systems (3/19) As of Mar. 12, all inbound and outbound customer and supplier visits are canceled. Nortech suggests customer and supplier meetings via videoconference or phone conference, and employees are encouraged to stay home if they are sick or show signs of possible illness.
Note (3/27) EMS plant in Windsor, UK, is temporarly shut down. Other plants are open and running at high capacity.
Printed Circuits (3/23) VP Bob Burns reports, "We are considered an 'essential' business, so we will continue to work until told to stop."
Plexus (3/24) Expects Q2 2020 revenue to fall below its guidance range of $790M - $830M, issued on Jan. 22, as the company's operations in Malaysia, Scotland, Romania and Illinois are all affected by recent government measures restricting the movement of citizens and operation of businesses. Todd Kelsey, president and CEO: “The extent to which COVID-19 and related global government measures may impact our operations remains fluid and uncertain. At this time, all of our operations are operating at close-to-normal levels with the exception of our Penang, Malaysia facilities, which are operating at roughly 40% of normal workforce levels."
R&D Altanova (3/25) Our manufacturing sites in New Jersey and Pennsylvania remain open. All employees that can work from home are working from home. We have doubled the frequency of deep bleach cleaning bathrooms and kitchens and other high-touch area in all sites. We have restricted inflow of visitors to our sites, except for business-critical needs. Furthermore, we have been working diligently with our suppliers to ensure there is adequate inventory on hand to manage lead times on items such as drill bits, laminate and chemistry. We expanded our spares parts list for all the tools starting in December to ensure we have ample long lead time items on hand in the factory.
RBP (3/25) Milwaukee, WI, plant remains in full operation to service all of North America. To date, none of our suppliers or supply chain partners have been disrupted. Our supply chain remains robust. Our manufacturing plant is exempt from Wisconsin shut-down rule because we maintain critical supplier status as we serve the electronic, medical device, graphic arts, and military industries and will continue to operate as normal. We are strictly following “social distancing” rules, cancelling all non-essential visitors, and providing face masks, hand sanitizers, and appropriate controls throughout our operation. To date no employees have tested positive for the coronavirus. Most of our administrative staff is working remotely and we have cancelled all travel, unless deemed absolutely critical.
Rogers (3/24) Rogers factories in Suzhou resumed production on Feb. 10 and are now fully operational. our European, S. Korean and U.S. teams are managing through the spread of the virus, leveraging lessons learned in China.
Royal Flex Circuits (3/27) Open and building circuit boards for venilators.
Salcomp (3/23) Suspended operations at Sriperumbudur plant, near Chennai (the former Nokia assembly site).
San Diego PCB Design (3/25) Open for business as usual.
San Francisco Circuits (3/17) Bay Area employees are currently working from home after health officers issued a shelter-in-place announcement from Mar. 17 to Apr. 7 in response to the Covid-19 outbreak. The firm is still able to quote, and out-of-state partners are currently allowed to continue rigid bare board manufacturing. The company expects delays of three weeks on current ongoing assembly and flex board projects. SF Circuits is observing the activities of the local government and applying policies and procedures according to county guidelines and hopes to resume normal activity as of Apr. 8. (3/24) Engineering and customer service staff is working from home and our partnered manufacturing facilities are meeting all local and federal guidelines and are open for manufacturing.
SMTC (3/13) We are carefully monitoring the impact of the coronavirus. In some cases, we are setting up alternative sources to our China supply chain. As we look ahead, we are working closely with our suppliers to ensure continuity of components, including MLCCs, where lead times may increase in the second half of 2020 due to raw material challenges.
We've lived through 2001, the dotcom buzz; we lived through 2008-2009, the big recession; we lived through SARS; we lived through avian flu. I mean, what we need to do is react to the information we have as we get it and do that as quickly as possible. Positives: Aerospace and Defense business; semiconductor capital equipment.
Sypris Electronics (3/19) "The global macroeconomic environment is experiencing uncertainty and volatility as a result of the COVID-19 outbreak, and we are closely monitoring the developments and will act promptly to mitigate the risks to our business as we look forward to 2020."
Tesla (3/19) California and New York factories are closed.
US based defense contractor (3/16) Working from home … no return date.
TTI (3/20) TTI remains open following the guidelines mandated by local and federal governments during the COVID-19 coronavirus outbreak, with precautions in place to safeguard employees’ health and well-being. Don Akery, President, TTI Americas, said that the Americas Distribution Center in Fort Worth, Texas, and warehouses in the Americas, Europe and Asia are fully operational. Akery said, “We are receiving incoming shipments from our suppliers and sending shipments out to customers. Our leadership team is monitoring the COVID19 coronavirus outbreak and its potential impacts on the industry.”
To ensure employees’ safety, additional preventive measures have been put in place, including site visit and entry restrictions, as well as staggered staffing schedules to stop the potential spread of the disease within company locations. TTI has also implemented international and domestic travel bans until April 30, 2020.
Major defense contractor (3/16) Essential personnel only to come to work. Manufacturing is essential personnel. You can travel, but you have to self-quarantine for 2 weeks when you return. Division travel nationally needs VP approval. All cafes are grab and go, and meals and coffee are shut off.
US-based PCB fabricator (3/18) Silicon Valley site is open. Considering possible use of temporary housing in parking lot to meet stay-in-place rules and keep factory running.
VirTex Enterprises (3/23) Per CEO Brad Heath, shifts are being staggered "to increase social spacing for people." Once employees are on the clock, lunches and breaks are staggered as well, and the company is encouraging regular hand washing while also disinfecting every surface in the facility a minimum of twice per day, and in some cases two to three times per shift. The company is also checking temperatures when people enter the facility.
Zero Defects International [ZDI] (3/25) ZDI/Skyla will continue to provide printed circuit board front-end engineering CAM service capabilities with normal response times. In California ZDI has configured operations to safely protect employees as well as all customers to which services are provided remotely as usual. In Erode, India Skyla has also reconfigured operations to comply with India's comprehensive business and social shut-down requirements. All data security protocols remain solidly in place.
Zollner (3/23) Zollner plant in Milpitas (Silicon Valley) has a special permit to continue production despite the lockdown. Two customers were classified as "Essential Businesses" by the authorities of Santa Clara County. They are medical technology companies; some of the products are for potential coronavirus test systems. Zollner employees returning to work in Milpitas have to comply with appropriate regulations, such as keeping a 6' distance between each other at all times. This is one of the conditions that the district has imposed for the resumption of production. Further customers are making efforts to ensure that Zollner is allowed to resume production for their requirements.Milpitas, CA, plant closed until Apr. 7 due to local government order. Zone concept extended to sites in Hungary and Romania. Larger plants in Vác and Satu Mare II have been divided into seven zones zones like the headquarters in Zandt, Germany. Employees from different zones will only have minimal direct, personal contact with one another. These precautions, which will be implemented starting March 16, 2020, should fully minimize the health risk for our employees, while allowing us to maintain business operations as best as possible.
Zuken (3/19) Canceled Zuken Innovation World in San Diego.
This list will be updated at least daily. Check back often for details. To provide comments, please contact Mike Buetow at 617-327-4702.