EMS & The Economist: Elections, Investments, and Future Trends with Shawn DuBravac

EMS@C-LEVEL

Explore 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 the latest monthly book-to-bill ratios for EMS and PCB from the IPC, as well as their newest "Sentiment" report.
Shift gears with us as we discuss the forces shaping the future, from Spain's economic ascent in Europe to the APAC region's strategic pivots away from China. We'll take you through the challenges facing the U.S. electronics industry, despite bold moves like the CHIPS Act. Plus, uncover innovative energy strategies as I ponder relocating data centers to cooler climates.
With geopolitical risks looming, our conversation will leave you informed and ready for the unpredictable journey ahead.

Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com).
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

Chương

1. EMS & The Economist: Elections, Investments, and Future Trends with Shawn DuBravac (00:00:00)

2. Global Political and Economic Insights (00:00:06)

3. Global Economic and Technological Trends (00:07:36)

4. Data Center Location for Energy Efficiency (00:17:58)