Hardware Podcasts

Dieter Weiss and Eric Miscoll Explore Talent, M&A, Closures and legislation on EMS@C-Level

EMS@C-LEVEL · 22 Aug 2023 · 16m

What this episode covers

Eric Miscoll of EMSNOW and Dieter Weiss of in4ma discuss findings from their third industry tour, highlighting severe talent shortages and the shift toward adaptable automation and co-bots in European EMS. They analyze recent M&A activity, noting that smaller companies are closing or being acquired due to high capital costs, while larger EMS providers gain market share. The conversation emphasizes the strategic importance of PCB fabrication, with Europe holding only 1.9% of global production despite 20% of demand, and critiques the CHIPS Act for focusing on chips rather than the full vertical supply chain.

Most relevant to

established companies

Topics

Mentioned

Companies
EMSNOW, in4ma, EOS, Techtronica
Also
CHIPS Act, PCBAA, IPCR

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