Hardware Podcasts

EMS & The Economist: Elections, Investments, and Future Trends with Shawn DuBravac

EMS@C-LEVEL · 11 Nov 2024 · 19m

What this episode covers

Shawn DuBravac, Chief Economist for IPC, joins host Phil Stoten to analyze how global elections and geopolitical uncertainty are delaying CapEx investments and reshaping supply chains. DuBravac highlights the divergence between regions, noting Europe's struggle with low-cost Chinese EV imports and the US electronics industry's recent demand deterioration, while APAC shows strength outside of China. The conversation covers IPC's latest book-to-bill ratios, the structural challenges facing PCB manufacturers versus EMS, and the emerging energy demands of AI-driven compute and data center cooling strategies.

Most relevant to

large enterprises

Topics

Mentioned

Companies
IPC, Koh Young, Global Electronics Association, Microsoft
Also
Phil Stoten, Shawn DuBravac, CHIPS Act

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