Shows
EMS@C-LEVELMADE IN EUROPE POD Episode #1 with Bo Lybaek and Markus Aschenbrenner (recorded April 8th, 2025)NOTE: This show was recorded on April 8th, days after President Trump's "Liberation Day" Tariffs had been announced, but before a 90 day pause was applied to those same reciprocal tariffs, apart from those on China. The comments and opinions reflect this point in time.Sweeping tariffs, supply chain disruptions, and geopolitical tensions have manufacturers worldwide questioning their next move. What happens when no one can predict tomorrow's trade landscape? In this premiere episode of MADE IN EUROPE, an IPC Podcast, host Philip Stoten dives deep with Bo Lybaek of GPV Group A/S a...
2025-04-1130 minEMS@C-LEVELInside IPC: How Government Relations and Industry Intelligence Help Shape the Electronics IndustryThe global electronics industry stands at a crossroads of political uncertainty and economic volatility. Few understand this challenging landscape better than Chris Mitchell, Vice President of Government Relations at IPC, who shared valuable insights with me during this candid conversation recorded at APEX 2025.Chris, who oversees both government relations and industry intelligence programs, reveals how IPC has strategically expanded its global footprint to better serve members navigating complexity. With dedicated representatives now covering North America, Europe, and soon Asia, the organization provides crucial intelligence that helps companies make confident decisions despite market turbulence. As Chris observes, "Companies...
2025-04-0310 minEMS@C-LEVELInside IPC: The Electronics Industry Fights for Stability in Washington with Richard CappettoTrade policy turbulence is creating unprecedented challenges for electronics manufacturers as they navigate a rapidly shifting landscape of tariffs, material cost increases, and regulatory uncertainty. Speaking from the final day of APEX 2025, Richard Cappetto, Senior Director North American Government Relations for IPC, reveals the behind-the-scenes advocacy work happening in Washington to represent the industry's interests during this critical period.At the heart of the conversation lies a fundamental tension: while the administration aims to spark a manufacturing renaissance in America, the policy tools being deployed—particularly aggressive tariffs—may inadvertently undermine that very goal by destabilizing established supp...
2025-04-0109 minEMS@C-LEVELNavigating Tariff Challenges with Cofactr Co-Founder Philip Gulley: The Future of ProcurementSupply chain disruption, tariff uncertainty, and the quest for manufacturing stability take center stage in this enlightening conversation with Philip Gulley, Chief Strategy Office and Co-Founder of Cofactr. Recorded at APEX 2025, the discussion reveals how manufacturers are finally clarity amid prolonged uncertainty about global trade policies."The unfortunate situation is there's a lot of instability, and that is not great for the world," Phil acknowledges. Yet this instability has catalyzed remarkable growth for Cofactr, whose practical solutions help companies navigate the complexities of international commerce. Their focus on documentation, traceability, and strategic planning enables manufacturers to understand...
2025-03-2812 minEMS@C-LEVELThe Strategic Equipment Choices and Technology Integration Reshaping Creation TechnologiesEver wonder how large manufacturing organizations balance standardization with maintaining close customer relationships? Mike MacKenzie, recently appointed at Creation, pulls back the curtain on this delicate balancing act during a revealing conversation at APEX 2025.Creation has built its reputation through acquiring smaller, customer-focused manufacturing units. Rather than imposing rigid corporate structures, they've preserved the entrepreneurial spirit and customer intimacy these businesses are known for while strategically harmonizing operations where it makes sense. "We're trying to maintain some of that intimacy but also leverage best practices and standards," MacKenzie explains, noting they're about 75% through their harmonization journey.
2025-03-2810 minEMS@C-LEVELInside IPC: John Mitchell on Building the Future Electronics Workforce in a Changing WorldThe electronics manufacturing world stands at a critical intersection of talent challenges, AI transformation, and global trade uncertainties. This fascinating conversation with IPC CEO John Mitchell, recorded on the final day of APEX 2025, dives deep into how industry leaders are navigating these complex waters.Talent acquisition and development remains the industry's perennial challenge. John offers a fresh perspective, suggesting that finding the mythical "pink unicorn" candidate with perfect qualifications is less effective than growing talent from within. "You hire somebody because they're the right fit, but if you don't keep investing in that person, they're no longer...
2025-03-2609 minEMS@C-LEVELDown at the Doctor's with Dr. Bill Cardoso and Dr. Eric Miscoll: AI Curiosity, Tariff Turmoil, Economic Uncertainty, and Much MoreAs day two of APEX 2025 draws to close, I sit down for some group therapy with Creative Electron CEO Bill Cardoso and EMSNOW Publisher Eric Miscoll to explore the key takeaways from two show days, and more than forty interviews.The manufacturing world stands at a crossroads where artificial intelligence meets production reality. At APEX 2025, manufacturing leaders are showing up in unprecedented numbers, driven by what experts call "AI curiosity" - a strategic mission to implement AI effectively without repeating the paralysis that plagued Industry 4.0 adoption.What's fascinating is how manufacturers are approaching AI implementation...
2025-03-2613 minEMS@C-LEVELAPEX 2025 Keynote: Kevin Surace on AI, Automation and Digital TransformationThe manufacturing revolution we've been promised for decades might finally be within reach. In this interview with Kevin Surace about his keynote at APEX 2025, he cuts through the hype to reveal how artificial intelligence is transforming production floors in ways Industry 4.0 never quite delivered."We want a lights-out factory," he explains, painting a compelling vision where equipment runs autonomously, maintenance requirements disappear, and yields reach 100%. What makes today's AI revolution different from previous technological waves is its accessibility and immediate productivity boost. For just $20 a month, professionals across every function can generate more ideas and solutions than...
2025-03-2510 minEMS@C-LEVELAPEX 2025 - Double Digit EBITDA and Growth in 2024 with InCap CFO Antti PynnönenWhile much of the European electronics manufacturing industry faced a 14-15% downturn in 2024, InCap Corporation demonstrated remarkable resilience. In this conversation filmed at APEX 2025, CFO Antti Pynnönen reveals how InCap not only weathered the storm but thrived, delivering double-digit EBITDA performance and particularly strong Q4 results.The secret to their success? According to Antti it's a combination of prescient timing and operational excellence. Antti explains how InCap experienced inventory challenges a year before many competitors, allowing them to adjust early and return to growth mode while others were still struggling. This advantage was magnified by their dec...
2025-03-2107 minEMS@C-LEVELNavigating Tariffs, Talent, and Technology: Parting Insights from IPC APEX 2025The curtain has fallen on IPC APEX 2025 after an intensive three days that yielded over 50 interviews with industry leaders. As attendees and exhibitors drifted out into the California sunshine, they left behind conversations that revealed the electronics manufacturing industry at a crossroads of political uncertainty, technological transformation, and talent challenges.Tariffs dominated discussions, creating a palpable sense of unease. EMS companies aren't necessarily advocating for specific policies but seek stability to make confident investment decisions. This uncertainty extends to manufacturing locations, with executives questioning whether operations should be in the US, Mexico, Canada or elsewhere. The business...
2025-03-2105 minEMS@C-LEVELRevolutionizing Everything, Even Manufacturing: The Transformative Power of AI with Emily LairdWhat if AI could revolutionize the manufacturing industry by making data not just accessible, but actionable? Join us as we uncover the transformative power of AI with Emily Laird, an AI integration technologist and fellow podcaster. Emily offers a wealth of experience, sharing her insights on how generative AI is reshaping manufacturing by enhancing data connectivity and delivering predictive insights. We explore the exciting challenges and opportunities in making historical data useful, improving predictive maintenance, and refining decision-making processes. Emily highlights the potential of AI to predict demand cycles and connect consumer signals throughout the supply chain, drawing fascinating...
2025-03-1822 minEMS@C-LEVELBook-to-Bills, Tariffs, Economic Uncertainty, and the Reshaping of US-Europe Relations: All on EMS & The Economist with Shawn DuBravacWhite House policy shifts and tariff uncertainties are creating a complicated landscape for electronics manufacturers trying to plan their future. While recession whispers grow louder in media and economic circles, EMS and PCB industries are showing surprisingly strong book-to-bill numbers - though some of this strength may come from companies rushing orders to beat potential tariff implementations.A fascinating dynamic is emerging between regional markets. US manufacturers maintain cautious optimism despite economic headwinds, while European companies expect modest growth following last year's significant decline. The unpredictable nature of tariff policies, particularly regarding México and Canada, has c...
2025-03-1719 minEMS@C-LEVELThe Reluctant Entrepreneur: Mike Konrad's Journey Through Entrepreneurship, Networking and SMTAEver wondered what it takes to turn a reluctant start into a flourishing entrepreneurial journey? Discover the fascinating story of Mike Konrad, a podcaster, author, and industry raconteur, as he shares his unexpected path to entrepreneurship and authorship. With his book, "The Reluctant Entrepreneur," at the heart of our conversation, Mike opens up about the motivations that fueled his writing and the invaluable lessons learned from a 32-year business journey. He recounts how engaging with university students helped him reflect on significant anecdotes, emphasizing the importance of learning from mistakes. Mike also shares his thoughts on the evolving entrepreneurial...
2025-03-1427 minEMS@C-LEVELDriving Service, Innovation and Value: Creative Electron and Unicomp Join ForcesIn a world where innovation is often driven by collaboration, Philip Stoten explores an exciting new joint venture between Creative Electron and Unicomp, both leaders in x-ray manufacturing. This transformative partnership aims to bridge product offerings across continents and enhance customer accessibility to cutting-edge technology and the relentless pursuit of excellence in product and serve.As we delve deep into the strategies behind this joint venture, emphasizing the critical role that timing and cultural compatibility play in its formation. Philip and Creative Electronics founder and CEO, Dr. Bill Cardoso, discuss the two company's mutual dedication to customer...
2025-03-0615 minEMS@C-LEVELThe EMS (Eric Miscoll Show) - Is Inspection Leading the AI Revolution in Manufacturing?The application of Artificial Intelligence (AI) is reshaping the manufacturing landscape, particularly within the inspection sector. In the latest episode of The EMS (Eric Miscoll Show), we dive into how inspection processes are not only evolving but becoming a linchpin in the AI revolution. Join Eric and Philip Stoten as they welcome industry experts Oshri Cohen, CEO of Cybord, and Joel Scutchfield, General Manager of SMT and Semicon Business Operations for Koh Young America. They share invaluable insights into the realms of AI, quality control, and the future of manufacturing.Listeners will gain an understanding of how...
2025-02-2549 minEMS@C-LEVELElectronica 24: Supplyframe's Richard Barnett on Navigating Challenges and Opportunities in Supply ChainsWhat happens when speed, agility, and digital transformation collide in the vibrant world of electronics supply chains? Join me, Philip Stoten, alongside Richard Barnett, CMO and SaaS Sales Lead at Supplyframe, as we explore the energy and optimism at Electronica 2024. Despite political uncertainties and market challenges, the electronics supply chain is buzzing with possibilities. Richard shares his expertise on the industry's need for proactive strategies, including customer program reviews and strategic inventory management. Through our discussion, we emphasize the transformative power of transparent relationships and digital advancements in enhancing communication between demand and supply signals, paving the way for su...
2025-01-1714 minEMS@C-LEVELEMSNOW-In4ma 2024 OnTour: Insights, Analysis And Data From Eastern European EMS VisitsFresh from their 2024 On Tour of Eastern European EMS companies, Eric Miscoll, Publisher of EMSNOW and Dieter Weiss, Founder of in4ma share their thoughts with Philip Stoten in this must-hear interview recorded at electronica. The conversation begins with Dieter’s findings from his recent European PCB research, including speculation about why an EMS company they visited in Lithuania is convinced they must build PCBs in-house for their products and customers. The discussion covers the outlook for the industry overall in the Baltic region, how labor issues are driving many strategic decisions in Europe, and the...
2024-11-1617 minEMS@C-LEVELEMS & The Economist: Elections, Investments, and Future Trends with Shawn DuBravacExplore the labyrinth of the global political and economic world with Philip Stoten and Shawn DuBravac, Chief Economist for the IPC. You'll gain a nuanced understanding of how U.S. elections ripple through global investments, and why a peaceful transition of power is more critical than ever. Listen as we unpack how international elections shift investment strategies, spotlighting the unique challenges and opportunities in various regions. From Europe's struggles with low-cost Chinese EV imports to the burgeoning optimism in markets beyond Europe, we dissect the interplay between politics and economics on a grand scale.We also explore...
2024-11-1119 minEMS@C-LEVELInside Mexico's Electronics Manufacturing Industry: Adapting to Industry 4.0 with ASMPT's Ramon HernandezJoin the conversation with industry insider Ramon Hernandez from ASMPT and me, Philip Stoten, as we explore the landscape of Mexico's electronics manufacturing services sector. From the ASMPT headquarters in Guadalajara, we dissect the impact of global shifts, electoral influences, and the anticipated market resurgence. Ramon provides an insider's perspective on the region and the strategic moves companies are making during quieter times to focus on operational excellence and digital transformation.This episode is a must-listen for those keen to understand the fusion of operational excellence and digital transformation in manufacturing. We tackle the critical issues of t...
2024-07-0110 minEMS@C-LEVELBonus Episode - The EMS (Eric Miscoll Show) - Talent: Attracting, Training, and Retaining it and Mitigating ScarcityUnpack the future of talent in the electronics manufacturing services industry with insights from industry experts David Hernandez of IPC and Gustavo Sepulveda of Panasonic North America. And of course, plenty of views and comments from your host, EMSNOW publisher Eric Miscoll, and his forever curious and opinionated co-host Philip Stoten.Together, the panel unravels the complexities of building a skilled labor force and the vital role of early career exposure to the manufacturing landscape. The conversation navigates through the challenges of developing a team to capitalize on reshoring demand, the myths surrounding manufacturing jobs, and how...
2024-05-2452 minEMS@C-LEVELAI's Role in Manufacturing Efficiency and NPI Success with Instrumental CEO Anna-Katrina ShedletskyDiscover the power of AI in revolutionizing engineering efficiency and accelerating NPI as I, Philip Stoten, sit down with the dynamic and talented Anna-Katrina Shedletsky, CEO and founder of Instrumental. Together, we explore how their groundbreaking technology is not just spotting manufacturing defects earlier but has also saved a massive 900 engineering weeks per year at Meta. Our discussion traverses the impactful of AI in the New Product Introduction (NPI) process, and the undeniable benefits for brands to get to market quicker and more effectively. Anna also explains how the adoption is accepted and eventually embraced as a value add...
2024-05-2325 minEMS@C-LEVELAll Circuits' Success in Guadalajara and Embracing Automation with GM Pascal AuboisJoin me, Philip Stoten, in Guadalajara with Hecho en México editor, Joseph Arévalo, as we explore the trends impacting manufacturing in México. We start with a visit to All Circuits, known locally as GDL Sensing, who since my last visit have grown more than four fold, Their impressive leap from one to four production lines is fueled by a robust 20% annual growth. Together with Plant General Manager Pascal Aubois, I examine the strategic acumen that navigates the shifting terrains of inflation and local policies. We draw back the curtain, revealing the crucial advantage Mexico offers, especially for...
2024-05-0708 minEMS@C-LEVELUniting for Resilience: Advocacy and Strategy in Europe's EMS and PCB IndustriesDiscover the collaborative efforts promoting Europe's electronics manufacturing industry as I, Philip Stoten, sit with Xaver Feiner from Zollner and Thomas Michels from Ilfa at APEX 2024. Together we explore the complexities of uniting diverse trade associations and their role in advocating for the supply chain's significance to European governments. This episode offers insights into how these industry champions are influencing policy and fostering European solidarity in a post-pandemic world marked by supply chain vulnerabilities.Thomas and Xaver spotlight the critical nature of printed circuit boards and electronic manufacturing services in the electronic supply chain. Together numerous associations...
2024-05-0110 minEMS@C-LEVELEMS & The Economist: Shawn DuBravac on Economics and Electronics at APEX 2024Unlock the secrets of a thriving electronics manufacturing industry amidst economic headwinds as I, Philip Stoten, chat with the astute Shawn DuBravac, IPC's Chief Economist. In a world where supply chain woes loom large and political shifts dictate strategic maneuvers, our discussion reveals how North American markets are not just surviving but also innovating. You'll gain insider perspectives on how U.S. and Mexican election years are influencing investment decisions, and understand the transformative responses to labor shortages, including the role of IPC's training initiatives. Discover the undercurrents reshaping trade relationships, with Mexico emerging as the lead pl...
2024-04-1709 minEMS@C-LEVELThriving in EMS: Microboard's Growth, Supply Chain Resilience, and Workforce DiversityDiscover the engine driving Microboard's growth as I, Philip Stoten, sit down with Owner and CEO Nicole Russo at Apex 2024 to share the strategies that have fortified client relationships and spurred innovation. We navigate the complexities of supply chain upheaval, discuss how financial acumen and cutting-edge tech are revolutionizing operations, and reveal how diversity in the workforce—bolstered by automation and upskilling—strengthens the backbone of Microboard's expansion.Hear how strategic foresight and selective partnerships have kept Microboard's sails full in the choppy waters of the EMS sector. We dissect their commitment to sectors like defense, medical, and t...
2024-04-1612 minEMS@C-LEVELElectronics Manufacturing Insights from Eric Miscoll and Dieter Weiss at Apex 2024Learn about the upcoming EMSNOW and in4ma On Tour that will explore Tunisia's electronics manufacturing sector as I, Philip Stoten, alongside industry gurus Eric Miscoll and Dieter Weiss, examine the dynamics at play in North Africa and the United States. Our conversation at APEX 2024 bridges continents, unveiling Tunisia's cost-competitive edge, a burgeoning talent pool, and the strategic shifts reshaping the American EMS industry. Listen as we unravel the EMS market's fabric, contrasting the high-volume of global giants with the agile bastions of small US businesses. We dissect the pivotal role of location in nurturing customer intimacy an...
2024-04-1519 minEMS@C-LEVELFrom China to Mexico, Adapting to Manufacturing Trends and Harnessing Data for Decision-Making, with IMI's Philip ReyesIMI Head of Regional Engineering, Philip Reyes, is a seasoned engineer. In this interview he narrates his professional journey from China to Mexico. Discover how he has adapted as an engineer to the shifting manufacturing trends, and how he has skilfully balanced the use of manual processes, automation, and semi-automation. Get a taste of his perspective on the impact of customer requirements and quality expectations in this evolving landscape. Philip paints an insightful picture of IMI's collaboration with its suppliers. He shares the secret sauce of success - treating suppliers as partners. As the conversation progresses, he e...
2023-10-1707 minEMS@C-LEVELKoh Young America's Mexico Leader Ramon Hernandez on EMS@C-Level with Philip StotenRamon Hernandez is Head of Sales & Service for Mexico & South America at Koh Young America, Inc., taking care of most of the companies activities south of the US/Mexico border. On a recent visit to Guadalajara Philip Stoten spent some time with Ramon and with IMI, one of their customers. In this interview Philip asks Ramon about the key trends in Mexico right now, including talent shortages, which Koh Young is able to mitigate by training and developing their own talent and by helping customer minimize staffing needs by greater levels of automation with their equipment and s...
2023-09-1315 minEMS@C-LEVELIntervala President & CEO Teresa Huber on EMS@C-Level with Philip StotenDuring a recent visit to Intervala LLC in Mount Pleasant, PA, Philip Stoten talked to President & CEO Teresa Huber about their history, growth and plans going forward.Philip and Teresa explore disruptions from pandemics to floods and much more. They also touch on the importance of talent retention, automation, building a great team while focussing on the voice of the customer to drive strategy.Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com) and Manufacturing Autonomy Specialist CloudNC (https://www.cloudnc.com)....
2023-08-2411 minEMS@C-LEVELDieter Weiss and Eric Miscoll Explore Talent, M&A, Closures and legislation on EMS@C-LevelFollowing their third tour, Philip Stoten talks to EMSNOW’s Eric Miscoll and in4ma’s Dieter Weiss about their findings. Due to the length of the conversation, this recording has been split into three parts.In this third and final part, Eric and Dieter explore talent, or skill, shortages and solutions like adaptable automation, recent M&A activity, business closures and the thorny topic of the CHIPS Act, the Inflation Reduction Act and other government legislation. Dieter also underlines the strategic importance of PCB fabrication, a sector where Europe currently has less than 2% of globa...
2023-08-2216 minEMS@C-LEVELDieter Weiss and Eric Miscoll Discuss Events and Inventory on EMS@C-Level with Philip StotenFollowing their third tour, Philip Stoten talked to EMSNOW’s Eric Miscoll and in4ma’s Dieter Weiss about their findings. Due to the length of the conversation, this recording has been split into three parts, this is part two of three.In this episode, Eric and Dieter talk about the the EMS Forum, held in Munich, and some of the key topics discussed including the massive inventory overhang. Dieter shares some numbers on stock levels, which are close to double the pre-pandemic norm for the industry. Meanwhile Eric explores the need for the three parties in the...
2023-08-1817 minEMS@C-LEVELDieter Weiss and Eric Miscoll Discuss EMS in the UK on EMS@C-Level with Philip Stoten - part 1Following their third tour, Philip Stoten talks to EMSNOW’s Eric Miscoll and in4ma’s Dieter Weiss about their findings. Due to the length of the conversation, this recording has been split into three parts.In this first part, Eric and Dieter share their insights from their time in the UK visiting companies and attending IPC’s London event. Topics covered include M&A, talent shortages, automation, inventory, and of course Brexit.Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com) and Manufacturing Autono...
2023-08-1620 minEMS@C-LEVELEMS & The Economist - Episode 4 with Shawn DubravacIn this monthly series, Philip Stoten is joined by economists, Shawn Dubravac and Marco Annunziata to explore the latest economic trends and their impact on the EMS Industry.Shawn helps Philip understand the regular game of chicken that is the debt ceiling issue as well as filling him in on current economic headwinds and trends.They also explore the intersection of economics and government incentive with geopolitics as they impact the supply chain and the growth of the EMS industry.EMS@C-Level is hosted by global inspection leaders Koh Young (https://www.kohyoung...
2023-06-0220 minEMS@C-LEVELNVR's Randall Sherman Review the EMS 50 on EMS@C-Level with Philip StotenFollowing the announcement of the 2022 Report on the EMS Industry and the EMS Top 50, Randall Sherman, founder and CEO of New Venture Research, joins Philip Stoten to explore some of the findings.Philip asks Randall about the strong performance of the industry in general and the comparatively weak performance of the largest Taiwanese players like Foxconn and Pegatron. The two go on to explore geopolitical impacts, specific markets and much more, while touching on the industry's improving ability to turn a profit in recent years.Like every episode of EMS@C-Level, this one was sponsored...
2023-05-0114 minEMS@C-LEVELBONUS - EMS & The Economist - Episode 3, April 2023 with Marco AnnunziataIn this new monthly series, Philip Stoten is joined alternately by economists, Shawn Dubravac and Marco Annunziata to explore the latest economic trends and their impact on the EMS Industry.In this episode Philip and Marco explore the fall out of banking issues like Silicon Valley Bank and Credit Suisse as well as ongoing concerns around inflation and a potential recession. They explore what is really happening and what is likely to happen with interest rates as well as the impact of layoffs in the tech sector which seem to conflict with talent shortages in manufacturing.
2023-04-2420 minEMS@C-LEVELBenchmark Chief Revenue Officer Rob Crawford on EMS@C-LevelWith both OEM and Semiconductor experience as well as years in the EMS industry, Rob Crawford brings a unique insight to his role as Chief Revenue Officer at Benchmark. In this interview Rob talks to Philip Stoten about the importance of listening to their customers, the need to for deeper collaborative partnerships, designing and redesigning for disruption, shifts in geographical demands and their own global footprint.Rob and Philip also explore demand signals in the various industries in which they operate.Like every episode of EMS@C-Level, this one was sponsored by global inspection leader...
2023-04-1219 minEMS@C-LEVELMember of the Executive Board at Zollner, Markus Aschenbrenner at KATEK's Festival fo ElectronicsIt is always good to see healthy cooperation between competitors and seeing Member of the Executive Board at Zollner, Markus Aschenbrenner sharing the stage with KATEK's CEO Rainer Koppitz underlined the message that a rising tide lifts all boats.Following his insightful appearance on the panel discussion at this year's Festival fo Electronics, Markus sat down with Philip Stoten to chat about Zollner's successes in 2022 and the challenges facing the entire EMS industry in 2023, such as supply chain disruptions, geopolitics and especially the acquisition and retention of talent.EMS@C-Level is hosted by g...
2023-03-3008 minEMS@C-LEVELOrbit One President & CEO Mattias Lindhe is on EMS@C-LevelSupply chain excellence, adaptable automation and a focus on ESG initiatives. These are just three of the things that Orbit One President & CEO Mattias Lindhe believes are fundamental to the success of a manufacturing partnership in 2023 and beyond.In this in depth interview, Philip Stoten talks to Mattias about the development of Orbit One over the last decade and their recent success. They explore topics like supply chain architecture, the gradual easing of component shortages, solid demand signals in many sectors, shorter supply chains and much more.Philip and Mattias also explore how partnerships between...
2023-03-2718 minEMS@C-LEVELCEO and Co-Founder of PRIMEPULSE Klaus Weinmann at KATEK's Festival fo ElectronicsFollowing a fascinating keynote at KATEK's Festival fo Electronics on 2nd March, 2023, CEO and Co-Founder of PRIMEPULSE Klaus Weinmann sat down for a quick chat with Philip Stoten to explore the history and motivation behind this growth and technology-oriented investment company based in Munich.Klaus and Philip discuss the companies that PRIMEPULSE has invested in and how they are able to drive mutual value and well as individual value. They also chat about the importance of technology in Europe and the potential for the electronics industry in the coming months and years.EMS@C-Level is...
2023-03-2306 minEMS@C-LEVELSanjay Huprikar IPC's President, Europe and South Asia Operations on EMS@C-LevelIPC are making real strides towards being 'the' definitive global trade association for the electronics manufacturing industry and in Europe and South East Asia Sanjay Huprikar is leading the charge. Philip Stoten caught up with Sanjay to discuss their progress in Europe and how many of the issues around shorter more robust supply chains and regionalization are playing out in parallel on both sides of the Atlantic.Sanjay lays out some of the initiatives around statistics, solutions, standards, collaboration and community that IPC has been undertaking in Europe and around the world.Like e...
2023-03-2016 minEMS@C-LEVELEMS & The Economist - Episode 2 with Shawn DubravacIn this new monthly series, Philip Stoten is joined by economists, Shawn Dubravac and Marco Annunziata to explore the latest economic trends and their impact on the EMS Industry.In this episode Philip and Shawn discuss the sudden collapse of Silicon Valley Bank and any potential contagion. They also explore the latest economic indicators, including interest rates, inflation, recession, jobs and much more to try and make some sense of the sometimes conflicting data.Shawn and Philip wrap up this thoughtful conversation with some sage advice for EMS leaders around the internal and external indicators...
2023-03-1622 minEMS@C-LEVELKATEK CEO Rainer Koppitz at their Festival fo Electronics in Munich, GermanyFresh from his keynote at KATEK's Festival of Electronics, held on March 2nd in Munich, Germany, Rainer Koppitz talks about the event and the importance of a united industry and a united Europe.In this short interview with Philip Stoten, Rainer talks about the value of collaboration and the importance of investment in the manufacturing industry in Europe as well as some of the key enabling technologies like Quantum Computing and Artificial Intelligence.He also touches on how the 'speedboat' strategy and analogy he applies to KATEK's group of companies can be applied to the...
2023-03-1309 minEMS@C-LEVELBONUS - Koh Young's Ramon Hernandez talks all things Mexico at APEX 2023 - EMSNOW & SCOOP On LocationRamon Hernandez, Head of Sales and Service - Mexico & South America at Koh Young America, Inc., talks to Philip Stoten about the key trends driving manufacturing in Mexico. They explore labor rates and talent shortages and the success of Koh Young's strategy to train, develop and promote their own talent internally. They also explore re-shoring and technology trends in the region.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).EMS@C-Level...
2023-02-2406 minEMS@C-LEVELBONUS - iNEMI VP of Technical & Project Operations Grace O'Malley at APEX 2023 - EMSNOW & SCOOP On LocationVice President of Technical & Project Operations at iNEMI, Grace O'Malley talks to Philip Stoten about recent development as their famous 'roadmap' moves from print to a dynamic real-time online offering. Grace also explains some of the major developments within iNEMI and the industry around topics as diverse as sustainability, digital transformation and advanced packaging.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).EMS@C-Level is hosted by global inspection...
2023-02-2208 minEMS@C-LEVELBONUS - IPC's CTO & VP Technology Solutions Matt Kelly at APEX 2023 - EMSNOW & SCOOP On LocationMatt Kelly, who has experience on both sides of the EMS world with HP and Celestica, is IPC's first CTO & Vice President of Technology Solutions. Philip Stoten asks about his appointment and the work he is doing at IPC.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).EMS@C-Level is hosted by global inspection leaders Koh Young (https://www.kohyoung.com) and Global Electronics Association (https://www.electronics.org) ...
2023-02-1310 minEMS@C-LEVELSupplyframe CMO Richard Barnett on Supply Chain Data on EMS@C-Level 2023Supplyframe has its fingers in many pies and on many pulses, so who better to explore supply chain trends and data with than their Chief Marketing Officer (CMO) Richard Barnett.Along with host and writer Philip Stoten, Richard digs into supply chain trends and the need for good data to drive better decision and better outcomes as we strive to create a more agile and sustainable supply chain ecosystem.Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com) and Manufacturing Autonomy Specialist CloudNC (https...
2023-02-1326 minEMS@C-LEVELBONUS - iNEMI VP of Technical & Project Operations Grace O'Malley at APEX 2023 - EMSNOW & SCOOP On LocationVice President of Technical & Project Operations at iNEMI, Grace O'Malley talks to Philip Stoten about recent development as their famous 'roadmap' moves from print to a dynamic real-time online offering. Grace also explains some of the major developments within iNEMI and the industry around topics as diverse as sustainability, digital transformation and advanced packaging.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).EMS@C-Level is hosted by global inspection l...
2023-02-0908 minEMS@C-LEVELBONUS - Cybord CTO & Founder Eyal Weiss talks traceability and AI at APEX 2023 - EMSNOW & SCOOP On LocationCybord are making a name for themselves as the leading player in component analysis and traceability. Philip Stoten talked to their founder and CTO about the technology, the trends driving demand and the rising tide of component issues damaging productivity, quality and as a result brand and EMS reputations.In this interview Eyal and Philip dig into the various faults found after inspecting and analyzing more than 3.5 billion components.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com...
2023-02-0812 minEMS@C-LEVELBONUS - Koh Young Research America's Dr. Brian Kang on AI at APEX 2023 - EMSNOW & SCOOP On LocationIn this short interview with Philip Stoten, Director and Head of R&D at Koh Young Research America (KYRA), Dr. Brian Kang, shares some insight into the application of AI in inspection and electronic manufacturing. Dr. Kang explains the importance of dataset selection and data quality in building machine learning and AI strategies.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).EMS@C-Level is hosted by global inspection leaders Koh Young...
2023-02-0705 minEMS@C-LEVELBONUS - IPC President and CEO John Mitchell on Talent Shortages at APEX 2023 - EMSNOW & SCOOP On LocationTalent shortages remain one of the largest challenges for the EMS sector and could even threaten to stall re-shoring to geographies like the USA and Western Europe. Ahead of his keynote and the launch of his book 'Fire Your Hiring Habits', Philip Stoten talked to IPC President and CEO John Mitchell about the issue and explored some solutions, as well as the initiatives underway from IPC.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan...
2023-02-0209 minEMS@C-LEVELBONUS - ASMPT Marketing Manager Mark Ogden on Americas Trends at APEX 2023 - EMSNOW & SCOOP On LocationPhilip Stoten talks to ASMPT Marketing Manager Mark Ogden about the trends he is seeing in electronics manufacturing in the Americas. Topics like re-shoring, geopolitics, digital transformation are all covered in this conversation, filmed on the show floor of APEX 2023.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).EMS@C-Level is hosted by global inspection leaders Koh Young (https://www.kohyoung.com) and Global Electronics Association (https://www.electronics.org)
2023-02-0106 minEMS@C-LEVELBONUS - iNEMI CEO Shekhar Chandrashekhar at APEX 2023 - EMSNOW & SCOOP On LocationNewly appointed iNEMI CEO Shekhar Chandrashekhar talks to Philip Stoten about what's makes iNEMI special and the trends driving their work.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/)EMS@C-Level is hosted by global inspection leaders Koh Young (https://www.kohyoung.com) and Global Electronics Association (https://www.electronics.org) You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
2023-01-3107 minEMS@C-LEVELBONUS - Cogiscan CEO Vincent Dubois on Collaboration at APEX 2023 - EMSNOW & SCOOP On LocationPhilip Stoten talks to Cogiscan CEO Vincent Dubois about how recent disruptions have led to a more open and collaborative approach to partnerships up and down the manufacturing supply chain.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).EMS@C-Level is hosted by global inspection leaders Koh Young (https://www.kohyoung.com) and Global Electronics Association (https://www.electronics.org) You can see video versions of all of the...
2023-01-3107 minEMS@C-LEVELCreative Electron's Dr. Bill Cardoso is Cautious and Curious - EMS@C-Level, Season 23, Ep 1In just 17 minutes Philip Stoten and Creative Electron Founder and CEO Dr. Bill Cardoso explore trends in 2023, a potential economic downturn, access and the cost of capital and cash, supply chain availability and the potential for a huge inventory overhang, challenges in staffing and the miss match of available talent and openings, reshoring and much more.Bill is curious about 2023 and suggests we're aquaplaning into the new year on the back of an exceptional 2022, and while he sees some reshoring and mitigation of any downturn as technology becomes even more ubiquitous, he cautions agains a collective optimism...
2023-01-0917 minEMS@C-LEVELBONUS - Benchmark's Michael Lucia on THE Supply Chain Intelligence PODCAST, episode threeWelcome to THE Supply Chain Intelligence PODCAST, co-hosted by Philip Spagnoli Stoten and Daniel Schoenfelder exploring the latest Spectra Electronic Design to Delivery Index (EDDI) report with an expert from the industry.Benchmark Director Global Supply Chain Solutions Michael Lucia joins Phil and Dan to explore the latest trends, which for the first time show a softening of demand in every component category, contrasted with an increase in supply. While this concurs with Michael's on-the -ground insight from the industry, he points out that demand varies from sector to sector and markets like Mil/Aero remain robust...
2022-12-2228 minEMS@C-LEVELCarl Hung, Season Group talks trends for 2023 - EMS@C-Level 2022, episode 20Carl Hung is a firm EMS@C-Level favorite with his candid insight and views on the EMS industry as seen from a global player headquartered in Asia. As part of the end of year What's the SCOOP (#WTS) series, Carl offers his roundup of 2022 and his predictions for 2023.Supply chain pressures may be easing a little, but Carl still sees industry to industry variation in both supply and demand sides of the business. Carl and Philip also explore the role of geopolitics, opportunities for Vietnam, India and Mexico, economic disruption, skill shortages and the role of automation...
2022-11-2917 minEMS@C-LEVELBonus - IPC's Shawn DuBravac on THE Supply Chain Intelligence PODCASTCheck out THE Supply Chain Intelligence PODCAST, co-hosted by Philip Spagnoli Stoten and Daniel Schoenfelder exploring the latest Spectra Electronic Design to Delivery Index (EDDI) report with an expert from the industry.In this episode IPC Chief Economist Shawn DuBravac shares his own insight and research with Phil and Dan. With supply chain balance likely the panel explore what's driving both supply and demand shifts. Shawn cautions against leaders talking themselves into recession, even if the warning signs are clearly there, citing high employment and greater technology adoption as counter signals. They also consider geopolitics and what...
2022-11-2024 min
EMS@C-LEVELBONUS - THE Supply Chain Intelligence PODCAST, episode one with Omnics CEO Akhil OltikarCheck out this new and insightful podcast from Nexar, a SCOOPstudio production.Welcome to THE Supply Chain Intelligence PODCAST, a monthly show where co-hosts Philip Spagnoli Stoten and Daniel Schoenfelder break down the latest Spectra Electronic Design to Delivery Index (EDDI) report with an expert from the industry. In this episode Omnics CEO Akhil Oltikar shares his own insight from the supply chain front line with Phil and Dan. They explore potential balance in supply and demand, the likelihood of demand contraction courtesy of an economic disruption, re-shoring trends, and much more. NEXAR's Spectra Electronic D...
2022-11-0123 min