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Tariffs on Monday, none on Tuesday? Welcome to the new reality for Mexican manufacturers navigating the unpredictable trade landscape after recent political changes. In this conversation with Jorge Quijano, Head of Sales for Repstronics at APEX 2025, we dive into the real challenges facing companies operating south of the borderâand the innovative strategies they're employing to stay competitive despite the chaos.
Jorge paints a vivid picture of manufacturers literally rushing to build products over weekends and ship on Mondays, only to halt operations when tariffs suddenly shift again. Despite this turbulence, forward-thinking companies are positioning themselves for long-term success. "The companies that are really preparing for that moment are the ones that are going to be stronger," Jorge explains.
The conversation expands beyond tariffs to explore how uncertainty is reshaping investment strategies. Rather than traditional equipment purchases, Repstronics now offers creative alternatives like leasing and rental options that convert CapEx to OpEx. Meanwhile, manufacturers are turning inward, focusing on automation to address persistent workforce challenges and exploring AI implementationâthough often without fully understanding what they're asking for. As Jorge notes, "Sometimes we get a request that hey, we need to implement AI, but they don't have an idea of what it is." This mirrors the Industry 4.0 hype cycle that preceded it, though AI may finally help companies properly leverage the data they've been collecting for years.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The AI revolution in electronics manufacturing is gaining momentum, but navigating between hype and practical applications remains challenging. In this candid conversation from APEX 2025, Luminovo Co-Founder Timon Ruban shares a refreshingly honest perspective on AI's evolution in the industry.
Timon recounts Luminovo's journey from AI consultancy to disillusionment with the technology, only to rediscover its potential with recent advances in large language models. This mirrors what many companies experience â initial excitement, followed by frustration, and now a measured optimism about AI's practical applications. What makes today's AI landscape different? "It's not that hard to do," explains Timon, highlighting how implementation barriers have dramatically fallen compared to previous technological waves.
For electronics manufacturers, the path forward involves targeted, ROI-focused applications rather than attempting to transform everything at once. The supply chain, with its abundance of unstructured data in PDFs and emails, presents immediate opportunities. Timon details how AI can extract critical information from these documents and eventually support more complex decision-making through "agentic workflows" â collaborative processes where AI makes proposals that humans can review, refine, or approve.
The key to successful AI implementation lies in balancing two critical elements: context and tools. AI needs both comprehensive data about your operations and specialized tools to verify or execute actions. Companies with established industry expertise and partnerships are uniquely positioned to guide manufacturing teams through this transformation. Rather than replacing human expertise, the future promises a synergistic relationship where AI handles routine tasks while enhancing human decision-making capabilities.
Ready to move beyond AI curiosity to strategic implementation? Discover how leading manufacturers are already capturing value from targeted AI applications in their operations.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The manufacturing landscape is changing rapidly, with economic headwinds creating a fascinating divide among electronics producers. While some companies hesitate in the face of tariff uncertainties and political tensions, others boldly expand capacity and embrace AI to solve their most pressing challenges. This dichotomy forms the foundation of an insightful conversation with Joel Scutchfield, General Manager of Koh Young America at APEX 2025.
Looking beyond current challenges, we explore the fundamental shift in growth expectations for the electronics manufacturing industry. The explosive post-pandemic growth of 2022 represented an anomaly fueled by inventory rebuilding and backlogged investments - creating a "new normal" that requires technological innovation rather than simply waiting for another market surge. This reality is driving forward-thinking manufacturers to invest strategically in AI capabilities that can increase productivity without expanding their workforce.
Particularly fascinating is the developmental pathway of manufacturing AI systems, which mirrors human learning progression. Beginning with high-quality, trustworthy data collection, these systems evolve from making recommendations (which operators implement) to eventually becoming fully autonomous, self-correcting entities. We explore Koh Young's practical implementation of this approach through their KAP (Koh Young Auto-Programming) tool and review functions, which are steadily progressing toward the autonomous, or 'agentic', model that represents manufacturing's future. For companies seeking manufacturing advantage in uncertain times, understanding this progression - and having the right data foundation - may be the critical differentiator between struggling with today's challenges and thriving despite them.
Curious about how AI is transforming manufacturing floor operations and how economic uncertainties are reshaping investment strategies? This episode provides both high-level perspective and practical insights you can apply to your own operation. Whether you're cautiously waiting for economic clarity or pushing forward with technology-driven solutions, you'll find valuable guidance for navigating manufacturing's rapidly evolving landscape.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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Manufacturing is going global, but "Made in USA" still matters. Dr. Bill Cardoso reveals how Creative Electron's groundbreaking joint venture with Unicomp is redefining X-ray inspection technology while maintaining their American manufacturing roots.
In this interview with Eric Miscoll on the show floor of IPC APEX 2025, Bill shares how the partnership creates a 1,200-employee global enterprise with facilities spanning Hungary, India, Malaysia, and China. This strategic expansion arrives just as international trade faces growing challenges from protectionist policies and tariff barriers, positioning Creative Electron to serve customers worldwide while strengthening their San Marcos, California manufacturing operations.
The joint venture combines complementary technological strengths. Unicomp brings hardware expertise optimized for Asia's high-volume, low-mix production environments, while Creative Electron contributes user-friendly software tailored for Western manufacturing's high-mix, low-volume challenges. All systemsâincluding those based on Unicomp technologyâwill be American-made for the American market, maintaining the quality and warranty that distinguishes Creative Electron in the marketplace.
Behind this expansion lies a closely aligned customer-obsessed philosophy driving everything from R&D to organizational structure. Dedicated business units now focus on specific product lines, ensuring specialized attention to customer needs. For Cardoso, this represents just the beginning of an ambitious journey to grow Creative Electron into a multi-billion dollar enterprise bridging technological silos to deliver inspection solutions that work across global manufacturing environments.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The landscape of European electronics manufacturing is undergoing substantial shifts as geopolitical tensions rise and tariff uncertainties loom large. In this revealing conversation, NOTE CEO Johannes Lind-Widestam and Kitron CEO Peter Nilsson share their frontline perspectives on navigating these turbulent waters while maintaining the exceptional performance that has become synonymous with Nordic EMS providers.
As tariffs and regional manufacturing requirements reshape global supply chains, both leaders offer pragmatic insights into the challenges ahead. Despite the push for regionalization, the specialized nature of electronic components means complete supply chain localization remains impractical. "Everyone talks about how fast it is to move a factory," Johannes notes, "but if you want to move the electronic production that the US is making in China, that's going to be an enormous investment."As the conversation switches gear to the topic of Nordic EMS Exceptionalism, we examine why Nordics companies consistently stand out for their resilience, profitability, and customer relationships. Scandinavia is the most outsourced market in Europe by some distance, but what exactly drives these advantages? Our guests peel back the curtain on the unique cultural factors that have positioned companies like Note and Keytron at the forefront of the industry.
"I think there is no secret formula," Johannes reflects, "it's a dedication to do things better and better, to never become complacent." This philosophy of continuous improvement permeates the entire ecosystem, from management approaches to factory floor operations. Peter adds that when American customers visit their Swedish factories, they frequently mistake production operators for senior engineers â a testament to the depth of talent and problem-solving capability built into their workforce.
The conversation reveals how the region's manufacturing heritage, stemming from telecom giants like Ericsson and Nokia, created not just technical expertise but a distinctive approach to business relationships. Unlike more protective manufacturing cultures found elsewhere in Europe, Scandinavian companies embrace openness and partnership. This cultural orientation creates sticky, strategic relationships with customers rather than merely transactional ones.
Discover why cultural factors and leadership approaches may ultimately determine which manufacturers thrive in this uncertain environment, and why the Scandinavian model offers valuable lessons for the broader electronics industry.EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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With tariffs monopolizing an extraordinarily rapid news cycle, I ask IPC Chief Economist and regular guest, Shawn DuBravac, to appear in this impromptu episode of EMS & The Economist late last evening (around 10:30pm in Washington DC).
Tariffs are changing by the hour, not just by the day. What began as reciprocal measures against specific countries has morphed into a sectorial approach targeting entire industries regardless of manufacturing location.
The market response has been predictably volatile, with tech stocks swinging wildly as announcements and clarifications emerge in rapid succession. Business leaders across the electronics landscape find themselves paralyzed by uncertainty, delaying investment decisions while trying to navigate the shifting policy landscape. This hesitation alone increases recession probability, with many experts, including our guest IPC Chief Economist Shawn DuBravac, now seeing an economic downturn beginning in Q3 2025 as likely.
Most revealing is the likely motivation behind these tariffs - not merely to punish foreign manufacturers or rebalance trade relationships, but to drive domestic electronics production within the United States. Yet even American-made electronics rely heavily on imported components, creating a complex challenge that tariffs alone cannot easily solve. As companies worldwide reconsider their market priorities, there's growing concern that global supply chains might realign in ways that reduce American centrality in the electronics ecosystem.
The electronics industry stands at a pivotal moment. How manufacturers, policymakers, and investors respond to these unprecedented challenges will reshape global trade relationships for years to come.
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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What happens when women bring their authentic selves to male-dominated technical fields? Transformative leadership emerges.
At APEX 2025, I spoke with Jody Urquhart, the standup comedian and motivation speaker giving the keynote at IPC's Women in Electronics Reception, about her provocatively titled message, "This Would Be Funny If It Wasn't Happening to Me". Rather than adapting to traditional expectations, Jody advocates for women to leverage their natural strengthsâempathy, emotional intelligence, and deep understandingâas competitive advantages in technical environments.
The conversation unpacks a remarkable success story: a junior female engineer who rose to lead a major automotive facility simply by connecting authentically with her boss while male colleagues missed opportunities by prioritizing social dynamics over meaningful connection. This illustrates Jody's central thesis that belonging isn't about fitting in but about showing up as your complete self.
We explore the business case for diversity beyond quotas or representation. As one design leader pointedly asked, "How could you design a product where 50% of the consumers are female without women on your team?" The answer lies in recognizing that diverse perspectives directly impact product quality and market success.
Drawing from her background in stand-up comedy, Jody creates transformative experiences for organizations by helping teams recognize unconscious patternsâpoor listening, disregarding others, procrastinationâwithout triggering defensiveness. Her most profound insight may be that "the way you lead yourself is the same way you lead others," suggesting that self-compassion directly influences leadership effectiveness.
Ready to discover how bringing your authentic self to work can transform your organization? Listen now and share your thoughts on how empathy becomes a superpower in technical fields.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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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 and Markus Aschenbrenner of Zollner Elektronik AG into the challenges facing EMS companies and their customers as they navigate the unpredictable waters of global trade tensions. Far from just reacting to headlines, these industry leaders reveal their strategic approaches to uncertainty.
"Most important thing is to stay calm, follow what is happening, and be agile when needed," shares Bo Lybaek, capturing the measured response many manufacturers are taking while awaiting clarity. Yet beneath this wait-and-see approach lies sophisticated preparation â from comprehensive supply chain data modeling to strategic global footprint development that has been years in the making and continues to be an imperative.
The conversation reveals how current disruptions are accelerating an existing trend toward "region for region" manufacturing â a localized approach that provides greater resilience against cross-border complications. Both Bo and Markus offer fascinating insights into how they've built truly global operations that maintain agility through shared equipment platforms, standardized processes, and most importantly, consistent corporate culture.
Perhaps most compelling is their perspective on Europe's position in this changing landscape. As Markus Aschenbrenner notes, "We need a strong European Union with real value for others to negotiate with." This includes not just the recently announced infrastructure investments, but critically, reducing bureaucracy that hinders competitiveness.
Join us for this thought-provoking discussion that goes beyond tariff headlines to explore how leading manufacturers are building resilience in uncertain times. Subscribe to MADE IN EUROPE now to hear more insights from European manufacturing leaders in future episodes.
MADE IN EUROPE is an IPC podcast, produced by SCOOP and hosted by Philip Stoten. Learn more about the IPC and their activities in Europe at https://www.ipc.org/europe
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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A fascinating glimpse into the rapidly shifting landscape of global electronics manufacturing reveals dramatic contrasts between regional approaches and priorities. From India's emergence as the "poster child" for end-to-end electronics ecosystems to Europe's struggles with cohesive industrial policies, this conversation with IPC's Sanjay Huprikar, filmed on location at APEX 2025, illuminates the complex challenges and opportunities facing our industry.
India stands at the precipice of transformational growth, with major semiconductor investments, a flourishing EMS sector, and revitalized PCB fabrication capabilities potentially creating a market of a billion consumers. Meanwhile, European electronics companies face a mixed landscape â dwindling PCB manufacturers but relatively robust EMS providers, increased defense spending, but a critical missing element: "a cohesive policy around how electronics manufacturing fits in the industrial base."
The conversation highlights IPC's impact and influence across the world and Europe in particular, growing from a team of two to ten professionals driving unprecedented engagement with executives, engineers, and workforce development initiatives. European leaders are increasingly recognized within IPC, earning President's Awards and Board positions while strengthening the organization's truly global perspective. The UK's strong aerospace and defense focus has made it second only to the US in IPC certifications, demonstrating the critical importance of standards and training in high-reliability applications.
Looking forward, IPC's ambitious agenda includes aerospace-focused events with Airbus and the European Space Agency, EMS Leadership Summits in the UK and Paris, and continued advocacy for comprehensive industrial policies that integrate electronics manufacturing strategies with workforce development, regulatory frameworks, and economic initiatives. These efforts address the universal concerns we all share â from responsible AI implementation to talent development and navigating political uncertainty. As Sanjay notes, IPC is fundamentally about "interconnection" â bringing diverse stakeholders together to solve our industry's most pressing challenges.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The economic landscape once again shifted dramatically with the White House's "Liberation Day" announcements, and Shawn DuBravac, Chief Economist of IPC, brings clarity to the chaos. His analysis reveals how the newly announced tariffs - including a surprising 46% on Vietnamese goods and 34% on Chinese imports - are already causing companies to pause production, announce layoffs, and rethink their supply chains.
What makes these tariffs particularly disruptive is their timing and scope. Vietnam had emerged as a key alternative to China for electronics manufacturing, capturing 27% of US laptop imports compared to China's 66%. Now, those diversification efforts face severe headwinds. Shawn estimates laptop prices could surge by as much as 48%, a cost neither manufacturers with their tight margins nor financially-strained consumers seem prepared to absorb.
The conversation takes a concerning turn when discussing recession probability. While the US economy was on solid footing before these announcements, Shawn notes the probability of a 2025 recession continues to rise with these policy announcement. Consumer sentiment was already weakening with Americans "spending everything available to them." The timing creates a potential economic storm: short-term panic buying followed by significant demand contraction as prices rise.
Mexico and Canada emerge as potential winners due to USMCA exemptions, while European manufacturers face difficult decisions about their US export strategies. Companies are responding with various approaches - 31% investing in automation, nearly 30% switching suppliers, and 60% attempting to push costs upstream through renegotiated contracts. Meanwhile, 18% have already announced hiring freezes with another 36% considering similar measures.
Join us for this critical and timely conversation about global trade realignment, manufacturing strategies, and how organizations like IPC are evolving to provide both global and region-specific insights during this period of economic uncertainty. The landscape is changing daily - understanding these shifts has never been more important for anyone involved in global manufacturing and supply chains.
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The 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 are looking for clarity," which explains why many have temporarily paused investments and expansion while awaiting greater certainty.
The political dimension looms large throughout our discussion. Chris offers a sobering assessment that volatility will likely continue for six to nine months as the US administration reshapes its approach to domestic governance and international relationships. Yet he remains optimistic that opportunities will emerge once the situation stabilizes. Meanwhile, in Europe, IPC focuses on revitalizing weak industry segments by helping policymakers recognize and address fundamental challenges.
What truly distinguishes IPC is its evolution into a respected global authority through strategic investment in expertise. The organization has assembled an impressive internal team including chief economist Shawn Dubravac, sustainability leader Kelly Scanlon, and engineering specialist Matt Kelly. Together, they transform overwhelming amounts of data into actionable insights, particularly valuable for companies evaluating supply chain diversification or new investment locations. As Chris notes, the challenge isn't just having dataâit's having quality data delivered with meaningful context.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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A remarkable transformation is sweeping through European defense policy, creating new opportunities and challenges for the electronics industry. In this revealing conversation with Alison James, Senior Director Europe, Government Relations at IPC, we explore the European Union's dramatic shift in defense strategy, which she describes as a genuine "sea change" in approach.
The EU has moved with unprecedented speed to modify debt ceiling rules, creating essential "fiscal space" for member states to increase defense investments. This comes alongside proposals for simplification and joint procurement programs expected by June - lightning fast by European standards. What's driving this urgency? Growing recognition of critical vulnerabilities in Europe's electronics supply chain at a time when technology increasingly determines military capability.
IPC's timely new report reveals that electronics will comprise around 25% of defense systems' value by 2035. This data-rich study highlights why Europe must strengthen its electronics industrial base to achieve even modest autonomy in defense production. The goal isn't complete manufacturing independence but establishing what Alison calls a "minimum autonomy threshold" to address the most critical vulnerabilities.
For electronics manufacturers, particularly EMS companies, many deriving 10-30% of business from defense contracts, these developments present significant opportunities alongside challenges. While European companies maintain strong relationships with American partners, uncertainty around tariffs creates planning anxiety. As Alison astutely notes, "Businesses need certainty," something in short supply during this geopolitical realignment.
Looking ahead, IPC continues building coalitions across the European electronics ecosystem to advocate with one voice for policies supporting technological sovereignty. Understanding the "silicon system" beneath emerging technologies like AI becomes increasingly crucial as Europe reconsiders its place in the global technology landscape. Join us for this illuminating discussion on how defense priorities are reshaping the electronics industry's future.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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Trade 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 deployedâparticularly aggressive tariffsâmay inadvertently undermine that very goal by destabilizing established supply chains. Rich shares how IPC submits formal comments and participates in closed-door meetings to educate policymakers about electronics manufacturing realities, emphasizing that the global networks built over decades cannot be reset overnight without significant disruption.
The interview illuminates the complex interconnectedness of modern manufacturing, where a single Silverado pickup truck crosses borders between the US, Mexico, and Canada numerous times during production. This example powerfully demonstrates why stability is crucialâmanufacturers need predictability to plan investments, hire workers, and commit to long-term strategies. With copper tariffs potentially impacting every electronic device produced and tax policy changes looming on the horizon, IPC is gathering crucial data through industry surveys to strengthen their advocacy position. Rich's work extends beyond Washington, coordinating with counterparts in Europe and Asia to ensure a globally coherent approach that reflects the international nature of electronics manufacturing.
Ready to have your voice heard on these critical issues? Complete the IPC survey that was distributed to APEX 2025 attendees and help shape the policies that will determine the future of electronics manufacturing.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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Supply 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 landed costs, avoid double-paying tariffs, and maintain production schedules despite customs delays.
What distinguishes Cofactr's approach is their refreshingly pragmatic use of AI. While many technology vendors make grandiose promises about digital transformation, Phil describes their AI applications as "insanely boring and very practical"âprecisely what manufacturers need. By automating procurement processes, tracking vendor communications, and surfacing potential issues before they impact production, Cofactr delivers measurable ROI that resonates with operations leaders.
The conversation also explores the crucial but unglamorous work of data normalization across disparate systems. Before manufacturers can achieve the dream of integrated, enterprise-wide AI insights, they must first establish accurate, accessible data foundations. As Phil explains, "Right now, I think we're all pushing the idea down in the weeds, getting your bit rightâjust how do you get that foundation of data accurate and accessible?"
From a company that was "loitering in the aisles" at trade shows three years ago to a 40+ person organization opening a new West Coast facility, Cofactr's growth story reflects the urgent need for practical solutions in today's manufacturing landscape.Listen now to understand how smart data management is transforming supply chain resilience during these turbulent times.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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Ever 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.
The approach to equipment standardization particularly stands out. Instead of forcing wholesale equipment replacement across facilities, Creation allows functional equipment to naturally age out before standardizing. MacKenzie shares what they prioritize in technology partners: performance, support capability, and systems that will integrate with other tools. "We keep our assets for 10, 15 years preferably," he notes, emphasizing the need for vendors with staying power. They've successfully built communication interfaces across 90% of their equipment, though MacKenzie acknowledges the expense of creating these connections across dozens of different platforms.
The conversation takes a fascinating turn when discussing Industry 4.0's unfulfilled promises and whether AI will deliver better results. MacKenzie sees potential in AI for predictive capabilities but emphasizes the need for practical applications. The vision of an "agentic AI" that could coordinate between specialized systems across production, inspection and supply chain management represents an exciting future direction that could finally deliver the digital dividend manufacturers have been waiting for.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The 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 the right fit because technology keeps moving," he explains. This approach resonates with many manufacturers who've established internal training programs that attract candidates seeking alternatives to traditional university education and its associated debt.
Artificial intelligence implementation has emerged as both an opportunity and a concern. While electronics manufacturers are eager to harness AI's power, they're cautious about intellectual property protection. John delivers another memorable quotes: "AI is not going to take your job. The person next to you who knows how to use AI is going to take your job." The discussion explores how IPC is working to promote industry-specific AI solutions that protect proprietary information while leveraging investments in technologies like CFX that provide the quality data AI systems require.
Against the backdrop of what John and I both diplomatically call a "curious" global trade environment, electronics manufacturers crave stability more than specific political outcomes. The industry has always operated amid disruption, but consistent policy frameworks are essential for capital investments and expansion planning. As we navigate these uncertain waters, industry collaboration through organizations like IPC becomes increasingly vital. Join John and I for this thought-provoking exploration of electronics manufacturing's present challenges and future opportunities â and discover how industry leaders are designing for agility in an ever-changing landscape.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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As 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. Rather than diving headfirst into comprehensive digital transformations, companies are seeking small, tangible projects with clear KPIs and measurable returns. This pragmatic approach stems from hard-learned lessons about technological adoption. Meanwhile, a crucial debate rages between using powerful cloud-based AI platforms versus developing proprietary systems that keep sensitive manufacturing data secure from competitors. For many electronics manufacturers whose customers restrict network connectivity, edge computing isn't just preferableâit's essential.
Market uncertainty continues to challenge capital investment decisions, with tariff fluctuations creating chaos particularly along border regions. One example cited shows how the price of a single vehicle can fluctuate by thousands of dollars as components cross borders multiple times during production.Through this uncertainty, business agility has emerged as the defining competitive advantage, with global manufacturers able to shift production strategically across regions. Mid-sized EMS companies, especially those with defense industry exposure, are weathering conditions most effectively by exploring automation solutions that boost productivity without proportional headcount growth. Looking toward the future, industry leaders emphasize that technological adoption without clear metrics is directionlessâor as one executive cleverly quoted, "If you don't know where you're going, you're never lost."
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The 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 they had "five seconds ago."
The most fascinating revelation comes when Kevin discusses humanoid robotics as the bridge technology between our current manufacturing infrastructure and fully automated facilities. Since existing equipment was designed for human operators, humanoid robots represent the fastest path to automation without redesigning entire production systems. This approach could accelerate reshoring efforts by making labor costs less relevant to manufacturing economics.
Beyond the factory floor, our conversation explores how AI is revolutionizing content creation, supply chain management, and business forecasting. Kevin draws compelling parallels to the early Internet days, reminding us how technologies initially viewed with skepticism quickly become indispensable. "There was a time when the Internet showed up and no one wanted it at work... And today, you can't live without it."
Looking to stay ahead of manufacturing's AI revolution? Subscribe to our podcast for more insights from industry visionaries who are transforming how we design, build, and deliver the products of tomorrow.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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While 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 decentralized organizational structure, which keeps overheads minimal while fostering entrepreneurial spirit and rapid decision-making across their manufacturing sites.
Looking toward the future, Antti outlines InCap's strategically balanced approach to growth amid geopolitical uncertainties. Despite the "limbo situation" created by potential tariff changes and trade tensions, the company maintains an active M&A strategy with a decades long investment horizon. Their financial strength positions them well for targeted expansions in North America, Germany, and Southeast Asia. Particularly promising growth sectors include defense (especially with increased European spending), renewable energy technologies, electric vehicle infrastructure, and data center power solutions driven by AI development.
Whether you're navigating manufacturing challenges, seeking insights on international expansion, or exploring growth markets in electronics manufacturing, this conversation offers valuable perspective from a company that's mastered the art of thriving during industry downturns. Listen now to understand how organizational agility and strategic foresight can transform challenges into opportunities.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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The 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 decision of where to manufacture has become a complex calculation influenced by shifting political winds.
Talent development emerged as a critical focus during the EMS Leadership Summit. Audrey McGuckin delivered a compelling keynote and facilitated discussions on linking business strategy with talent acquisition and development. Companies recognize that addressing the talent pipeline is fundamental to future success, regardless of technological advancement.
The AI conversation has evolved significantly. Unlike the overwhelming scope of Industry 4.0 initiatives that left many disappointed, companies now favor targeted AI projects with clear KPIs and solid ROI potential. Many attendees came specifically to identify trustworthy AI partners who could guide them through implementation without expensive missteps. At least, previous work undertaken in the name of Industry 4.0 has provided valuable connectivity and data foundations that are essential for successful AI deployment.
European politics also received some attention, with discussions about the recent German elections and defense spending increases. This political focus underscores IPC's crucial government relations work undertaken in Brussels, Washington and around the world.
Subscribe to our YouTube channels at https://www.youtube.com/@scooptv3275 and follow the EMS@C-Level podcast to catch all the upcoming interviews as we dive deeper into these industry-defining conversations. The insights shared at APEX 2025 will undoubtedly shape manufacturing strategies around the world.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
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