# Building An Agile, Global EMS To Serve EV Makers And Data Centers, with ALL Circuits CEO Bruno Racault

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2026-02-07
- Length: 14m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui

## Summary

Bruno Racault, CEO of ALL Circuits, discusses how the DBG–ALL Circuits alliance positions the company to serve the EV and data center markets by leveraging a global footprint across Europe, the Americas, China, India, and Vietnam. He explains that while European EV adoption has reached 50%, the market is dominated by American and Chinese manufacturers, creating opportunities for agile EMS providers who can navigate complex supply chains and tariff environments. Racault highlights the strategic value of the merger in accessing Chinese equipment pricing and component markets, while emphasizing the need for design-for-agility, automation, and AI to manage unpredictability in forecasting and customer demand.

## Chapters

- [0:08](https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui#t=8) Introduction: ALL Circuits and the European EV Market
- [0:38](https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui#t=38) The Butterfly Effect of Legacy Thermal Customers
- [3:02](https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui#t=182) Strategic Value of the DBG–ALL Circuits Alliance
- [4:40](https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui#t=280) Global Footprint and Competitive Sourcing
- [8:16](https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui#t=496) Data Center Surge and Direct OEM Relationships
- [10:28](https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui#t=628) Design-for-Agility and Automation Strategy

## Topics

- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

companies scaling up

## Mentioned

- ALL Circuits (company)
- DBG (company)
- Amazon (company)
- Koh Young (company)
- Global Electronics Association (company)

## Related episodes from other shows

- [Powering EVs: Microgrids & DC Charging Solutions](https://hardwarepodcasts.com/podcast/moores-lobby/2025-08-19-powering-evs-microgrids-dc-charging-solutions) (Moore's Lobby)
- [Enter the electric supercycle](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle) (Catalyst)
- [Navigating the electricity gauntlet](https://hardwarepodcasts.com/podcast/catalyst/2023-08-17-navigating-the-electricity-gauntlet) (Catalyst)
- [Making Cars and Going ‘Fabless’ | Next-Gen EV & AV](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-12-making-cars-and-going-fabless-next-gen-ev-av) (EE Times Current)
- [More 2023 trends: EVs, onshoring, and the three ages of decarbonization](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization) (Catalyst)

## Citing this page

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