Hardware Podcasts

Dieter Weiss and Eric Miscoll Discuss Events and Inventory on EMS@C-Level with Philip Stoten

EMS@C-LEVEL · 18 Aug 2023 · 17m

What this episode covers

Eric Miscoll of EMSNOW and Dieter Weiss of in4ma discuss the aftermath of their EMS Forum in Munich, highlighting a massive inventory overhang in the electronics manufacturing services (EMS) industry. They analyze data showing that raw material inventory levels for major EMS providers have roughly doubled from pre-pandemic norms, with some small companies holding up to 50% of revenue in stock. The conversation explores the financial impact of rising interest rates and potential devaluation of semiconductor stock, as well as the strained relationship between EMS companies and component distributors.

Most relevant to

large enterprises

Topics

Mentioned

Companies
EMSNOW, in4ma, GPV, CMAC, Raymond James, IPC, Koh Young, CloudNC

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