Hardware Podcasts

EMS & The Economist - Chaos-as-a-Strategy and How Tariffs Are Changing Supply Chains (May 25)

EMS@C-LEVEL · 28 May 2025 · 23m

What this episode covers

Shawn Dubravac, Chief Economist at IPC, joins Philip Stoten to discuss how tariff uncertainty and geopolitical tensions are reshaping the electronics manufacturing supply chain. They analyze the shift in smartphone imports from China to India, the strategic pivot toward US and Mexican manufacturing capacity, and the surge in defense spending in Europe. The conversation also highlights unprecedented AI infrastructure investments in the Gulf region and the resulting demand for power generation and PCBs.

Most relevant to

large enterprises

Topics

Mentioned

Companies
IPC, NVIDIA, Koh Young, Global Electronics Association

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