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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2024-11-11
- Length: 19m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac#t=6) Introduction: Shawn DuBravac and IPC Chief Economist
- [1:48](https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac#t=108) Global Elections and Geopolitical Reordering
- [4:06](https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac#t=246) Regional Sentiment: Europe, US, and APAC
- [9:41](https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac#t=581) EMS vs. PCB Book-to-Bill and CHIPS Act Impact
- [12:16](https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac#t=736) 2025 Outlook and Policy Clarity
- [15:18](https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac#t=918) AI Compute, Energy, and Data Center Cooling

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- IPC (company)
- Phil Stoten (other)
- Shawn DuBravac (other)
- Koh Young (company)
- Global Electronics Association (company)
- CHIPS Act (other)
- Microsoft (company)

## Related episodes from other shows

- [Ludibrious Luxating Layout](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-01-24-ludibrious-luxating-layout) (The Amp Hour)
- [World Trade Futurity (WTF)](https://hardwarepodcasts.com/podcast/the-amp-hour/2016-11-11-world-trade-futurity-wtf) (The Amp Hour)
- [The Future of PCB Manufacturing: Tariffs, Supply Chains & More](https://hardwarepodcasts.com/podcast/ontrack/2025-04-18-the-future-of-pcb-manufacturing-tariffs-supply-chains-more) (OnTrack)
- [Man Behind The Curtain](https://hardwarepodcasts.com/podcast/the-amp-hour/2020-03-16-man-behind-the-curtain) (The Amp Hour)
- [OnTrack PCB Design Podcast 2025 Year in Review](https://hardwarepodcasts.com/podcast/ontrack/2025-12-30-ontrack-pcb-design-podcast-2025-year-in-review) (OnTrack)

## Citing this page

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