Hardware Podcasts

BONUS - EMS & The Economist - Episode 3, April 2023 with Marco Annunziata

EMS@C-LEVEL · 24 Apr 2023 · 20m

What this episode covers

Economist Marco Annunziata joins host Philip Stoten to analyze the EMS industry's economic landscape, discussing the fallout from Silicon Valley Bank and Credit Suisse failures, the persistence of inflation, and the shift to higher interest rates. They explore the paradox of tech layoffs versus manufacturing talent shortages, attributing the latter to decades of offshoring and a lack of local talent pipelines. Annunziata applies 'ecosystemic' thinking to supply chain resilience, arguing that while government interventions like the CHIPS Act have limited impact, the long-term trend is toward strategic localization and self-reliance rather than pure protectionism.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Silicon Valley Bank, Credit Suisse, Meta, Amazon, Koh Young, Global Electronics Association
Also
CHIPS Act, Ecosystemic Futures

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