Hardware Podcasts

EMS & The Economist: Geopolitical Factors Shaping the Manufacturing Sector

EMS@C-LEVEL · 14 Sept 2024 · 20m

What this episode covers

IPC Chief Economist Shawn DuBravac joins host Philip Stoten to analyze North American manufacturing data, highlighting weak book-to-bill ratios for PCB and EMS sectors. They discuss how Federal Reserve interest rate cuts may spur capital investment, while examining delays at major semiconductor facilities like TSMC, Intel, and Samsung. The conversation covers the geopolitical complexities of rare earth materials, China's EV dominance via BYD, and the impact of US election policies on supply chain resilience.

Most relevant to

large enterprises

Topics

Mentioned

Companies
IPC, TSMC, Intel, Samsung, BYD, Tesla, VW, Koh Young, Global Electronics Association

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