We continue to see greater emphasis on Mexico as a preferred sourcing spot by North American OEMs, and thus a preferred locale for volume production by major EMS companies.

The latest proof: According to a recent article, Jabil expects to boost employment at its factory in Zapopan to more than 9,000, up 136% from October 2008.  According to an industry source, Jabil has moved all but six SMT lines from its St. Petersburg, FL, headquarters to Mexico as it ramps its capacity south of the border.

And Sanmina-SCI projects 10 to 20% growth in sales over last year, prompting plans to invest $7 million to  $10 million in new machinery.

Call it Santa Anna’s revenge.