Hardware Podcasts

The STI Acquisition Repositions NOTE For Long-Term Defense Programs, with NOTE CEO Johannes Lind-Widestam

EMS@C-LEVEL · 17 May 2026 · 18m

What this episode covers

Johannes Lind-Widestam, CEO of NOTE, discusses the strategic acquisition of STI, which adds three specialized UK sites (including former Chief of Air Staff Sir Michael Wigston on the board) to strengthen NOTE's position in defense manufacturing. He outlines a diversified sector outlook, highlighting strong growth in security, defense, and industrial, while noting softer performance in medtech and fluctuating green tech. Lind-Widestam also addresses supply chain headwinds, including memory constraints and AI-driven foundry pressure, and details NOTE's regional strategy of balancing organic growth with disciplined M&A to achieve 10-15% annual growth beyond 2026.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
NOTE, STI, Kaston, Kitron, Hansa, Delta Nordics
Also
SOWF

Related episodes from other shows

Other shows on the same ground, closest first.

  • EE Times Current · 32m

    Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound

    Kevin Krewell of Tirias Research discusses the potential acquisition of Arm by Nvidia, analyzing executive connections and the strategic implications for Arm's licensees like Qualcomm and Apple. Dan Hutcheson of VLSI Research, James Lewis of CSIS, and Jeff Rittener of Intel discuss US legislation to boost domestic semiconductor manufacturing, highlighting Intel's need for grants to compete with lower-cost Asian production and the geopolitical focus on TSMC and SMIC.

    Policy, trade & tariffsChips, FPGAs & semiconductors
    7 chapters

  • The Amp Hour · 1h 06m

    Steve Sanghi - Microchip CEO for 31 Years!

    Steve Sanghi, who served as CEO of Microchip Technology for 31 years and is now Executive Chair, explains how he transformed the company from a losing EEPROM maker into a $43 billion microcontroller juggernaut by introducing field-programmable PIC parts. He details the strategic shift to trailing-edge technology, the complex supply chain dynamics during the COVID-19 crisis, and the decision to leverage government CHIPS Act funding for existing fabs rather than building a new 300mm facility. Sanghi also discusses the acquisition of Atmel, the rationale behind maintaining proprietary toolchains, and the company's dominance in radiation-hardened aerospace components.

    Chips, FPGAs & semiconductorsSourcing & supply chain
    8 chapters

  • Manufacturing Happy Hour · 55m

    271: Preparing Manufacturers for the Semiconductor Boom: Insights from SEMICON West and Beyond

    Danielle Collins of HARTING Technology Group and Jeff Miller of Rockwell Automation explain that the semiconductor industry is reshaping itself through the localization of manufacturing and the globalization of R&D, driven by AI demand and national security concerns. Anuj Mahendru of Rockwell Automation details how legacy fabs are overcoming material movement challenges in converted spaces, while new digital fabs prioritize cybersecurity and sustainability. The guests emphasize that successful suppliers must speak the language of operational data and partner closely with risk-averse chipmakers to navigate the industry's complexity.

    Manufacturing partners & offshoringScaling production
    9 chapters

  • Manufacturing Happy Hour · 56m

    245: A Grassroots Approach to Shaping the Future of American Industry with Bret Boyd, CEO of Sustainment

    Bret Boyd, CEO and co-founder of Sustainment, discusses the current state of American manufacturing based on early findings from a survey conducted with the New American Industrial Alliance (NAIA). He reveals that access to capital, rather than the workforce gap, is the primary concern for mid-market manufacturers, and explains how his military background informs his mission-oriented approach to building supplier networks. Boyd details the complexities of reshoring, the impact of tariffs, and the strategic need for US manufacturers to diversify into defense and semiconductor supply chains to survive the transition from globalization to localization.

    Policy, trade & tariffsSourcing & supply chain
    8 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by EMS@C-LEVEL. The episode itself belongs to its publisher.