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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2023-08-18
- Length: 17m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2023-08-18-dieter-weiss-and-eric-miscoll-discuss-events-and-inventory-on-ems-c-level-with-p

## Summary

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.

## Chapters

- [0:26](https://hardwarepodcasts.com/podcast/ems-c-level/2023-08-18-dieter-weiss-and-eric-miscoll-discuss-events-and-inventory-on-ems-c-level-with-p#t=26) EMS Forum Munich: Audience and Format
- [4:00](https://hardwarepodcasts.com/podcast/ems-c-level/2023-08-18-dieter-weiss-and-eric-miscoll-discuss-events-and-inventory-on-ems-c-level-with-p#t=240) Event Feedback and Industry Topics
- [8:06](https://hardwarepodcasts.com/podcast/ems-c-level/2023-08-18-dieter-weiss-and-eric-miscoll-discuss-events-and-inventory-on-ems-c-level-with-p#t=486) The Inventory Overhang: Data and Benchmarks
- [10:23](https://hardwarepodcasts.com/podcast/ems-c-level/2023-08-18-dieter-weiss-and-eric-miscoll-discuss-events-and-inventory-on-ems-c-level-with-p#t=623) Financial Impact: Interest Rates and Devaluation
- [14:15](https://hardwarepodcasts.com/podcast/ems-c-level/2023-08-18-dieter-weiss-and-eric-miscoll-discuss-events-and-inventory-on-ems-c-level-with-p#t=855) Market Recovery and Distributor Relations

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- EMSNOW (company)
- in4ma (company)
- GPV (company)
- CMAC (company)
- Raymond James (company)
- IPC (company)
- Koh Young (company)
- CloudNC (company)

## Related episodes from other shows

- [Passing Storm or New Normal? How Should We Think of Today's Electronics Supply Chain?](https://hardwarepodcasts.com/podcast/moores-lobby/2022-11-22-passing-storm-or-new-normal-how-should-we-think-of-todays-electronics-supply-cha) (Moore's Lobby)
- [Chip Shortage Denier](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-05-10-chip-shortage-denier) (The Amp Hour)
- [360: Cats Love It!](https://hardwarepodcasts.com/podcast/embedded-fm/2021-01-29-360-cats-love-it) (Embedded.fm)
- [Part Choice Triathlon](https://hardwarepodcasts.com/podcast/the-amp-hour/2015-10-30-part-choice-triathlon) (The Amp Hour)
- [Fear of Banjos](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-06-07-fear-of-banjos) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ems-c-level/2023-08-18-dieter-weiss-and-eric-miscoll-discuss-events-and-inventory-on-ems-c-level-with-p. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to EMS@C-LEVEL.