Hardware Podcasts

EMS & The Economist - Tariffs Special - April 13th, 2025

EMS@C-LEVEL · 14 Apr 2025 · 17m

What this episode covers

IPC Chief Economist Shawn DuBravac joins host Philip Stoten to analyze the rapid evolution of US tariff policy, noting a shift from country-specific to sectorial tariffs targeting electronics regardless of origin. DuBravac explains that while the administration aims to incentivize domestic production, the reliance on imported components like PCBs means US-made goods will still face price increases. The episode highlights how this policy volatility is causing business leaders to pause investment, raising the probability of a shallow recession starting in Q3 2025. DuBravac warns that constant policy changes create uncertainty that hinders long-term supply chain planning and global trade relationships.

Most relevant to

large enterprises

Topics

Mentioned

Companies
IPC, Koh Young, Global Electronics Association
Also
Vietnam, India, Mexico, China, Hong Kong, Europe

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