Hardware Podcasts

EMS & The Economist: Liberation Day Shockwaves, Tariffs and Global Trade Disruptions

EMS@C-LEVEL · 4 Apr 2025 · 26m

What this episode covers

Shawn DuBravac, Chief Economist of IPC, joins host Philip Stoten to analyze the economic shockwaves from the White House's 'Liberation Day' tariff announcements, which impose rates of 46% on Vietnamese goods and 34% on Chinese imports. DuBravac explains that these tariffs are disrupting electronics supply chains, particularly for laptops, where Vietnam has captured 27% of US imports, potentially driving prices up by nearly 48% and triggering a recession risk. The conversation highlights how companies are responding with automation, supplier switching, and contract renegotiations, while Mexico and Canada emerge as beneficiaries due to USMCA exemptions.

Most relevant to

established companies

Topics

Mentioned

Companies
IPC, Koh Young, Global Electronics Association
Also
USTR, USMCA

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