EMS@C-LEVEL

India’s electronics manufacturing boom has been “coming” for years, but the signals now look a lot more like execution than hype. We sit down with Gaurab Majumda, Vice President at the Global Electronics Association for India and Southeast Asia, to get a grounded view of what’s changing across EMS, semiconductors, PCB manufacturing, and the broader electronics supply chain. From COVID-era disruption to today...

Policy is moving faster than most electronics companies can adapt, and the stakes are no longer limited to margins and lead times. When tariffs, incentives, and industrial strategy change overnight, the entire electronics supply chain feels it, from electronics manufacturing services (EMS) and PCB production to IC substrates, components, and OEM sourcing decisions.

I’m joined by Chris Mitchell Vice President for Global...

PCB lead times are climbing, but the real story isn’t just “more demand.” It’s where the supply chain actually breaks first: copper clad laminate, glass cloth, and resin. I’m joined by Vytautas Ilgunas from TLT PCB and Raymond Goh from Confidee to map the bottlenecks that are turning everyday procurement into a long-range planning exercise, and to explain why availability is beating price across the bo...

The UK is shifting from “can it compete?” to “how fast can it scale?” and the change is showing up in real purchase orders. I sat down with Jon Hurrell, Managing Director at Sellectronics to unpack what’s powering growth in UK electronics manufacturing services, especially the pull from aerospace and rising defense spending across Europe. From a garage origin in Cornwall to running complex SMT assembly...

A rebrand can be cosmetic, or it can be a line in the sand about what you build and how you want to grow. I’m joined by Nick Wasserman, President and CEO of PTG Electronics (formerly Pinnacle Technology Group), to unpack why a 40-year, family-owned EMS company in Southeast Michigan changed its name and what that clarity unlocks with customers who need serious electronics manufacturing services, not commodity volume. Nick shar...

Buying a company out of insolvency is one of those decisions that sounds bold from the outside and feels very different at 2 a.m. when you are the owner. I sit down with Carsten Ellermeier to unpack his first fourteen months leading Deltec Group as both CEO and owner, including what the automotive downturn revealed about concentration risk and why trust with customers and suppliers becomes your real operating system.

We get specific...

AI is boosting demand and breaking planning models at the same time, and that tension shows up everywhere in electronics manufacturing services right now. From my home to yours, I sit down with Otto Pukk, President and CEO of INCAP, to take stock after Q1 and get specific about what a stronger 2026 actually depends on: execution, supply resilience, and a footprint that can serve customers where they need to build. 

We t...

Global EMS demand is back in growth mode, yet parts of Europe are still shrinking and the gap is getting harder to ignore. I sat down with Christoph Solka, Director Industry Intelligence at the Global Electronics Association to talk through what the latest data is really signaling and why “Europe vs the world” is too simple to be useful when the market is splitting by region, sector, and exposure to AI infrastructure.

Carmakers are quietly changing the rules of the automotive supply chain, and it shows up first on the printed circuit board. From my recent visit to ALL Circuits' flagship facility south of Paris, I’m joined by President & CEO Bruno Racault to talk about why some EMS companies are doing better than the doom-and-gloom narrative around European automotive, and what “winning” looks like when the engine is no long...

What if you could move a complex hardware product from dispersed vendors to one accountable partner—and do it in three months? I sit down with Florian Weiss, HANZA's Head of Business Development Region Central Europe to unpack how BMK scaled a Raspberry Pi-based platform beyond PCBA into a complete, end-to-end manufacturing solution that absorbs production and logistics so teams can focus on sales, R&D, and marketing. The...

Twelve months after the DBG partnership, we get honest about what actually changes when an acquisition is more than a headline. From my recent visit to ALL Circuits' flagship facility south of Paris, Deputy CEO Stephane Klajzyngier and I break down the real milestones: shared purchasing of high-impact production equipment like SMT machines, AOI, and printers, plus the way joint line design can sharpen cost and competitiveness in th...

They didn’t just trim costs. They rewired the business for the next growth cycle. I sat down with Lou Hughes, CEO of IMI, to unpack a pivotal year that includes sharp net debt reduction, major site consolidation, and a clear shift from stabilization to expansion. If you care about EMS strategy, global manufacturing footprint decisions, and where electronics outsourcing is headed next, this conversation gets specific fast.&nbs...

Defense electronics is pulling the EMS industry in a new direction, and the companies that move early will shape the next decade of the supply chain. I’m joined by Johannes Lind-Widestam, CEO of NOTE to unpack what’s really behind their latest moves and why the UK has become such a central piece of the puzzle.

We get into the STI acquisition and how it strengthens NOTE’s position in the UK defense supply ch...

Defense electronics is moving faster than the supply chain can comfortably handle, and the numbers are forcing a rethink of what “normal” growth looks like. I sat down with Peter Nilsson, President & CEO of Kitron Group to unpack a dramatic jump in defense-related revenue, what’s driving it, and how an EMS provider can scale without getting trapped by over-concentration or runaway complexity.

We get spe...

War has sped up everything—demand signals, lead times, and the tolerance for fragile supply chains. I sit down with Mattia Lindhe, HANZA's Chief Strategy Officer at their recent Capital Markets Day to dig into HANZA's Lynx program’s twofold mission: deliver urgent support for Ukraine while building a stronger, more resilient European defense base that can scale locally and reliably. Along the way, we open the toolbox on...

What happens when a manufacturer treats values as part of an operating system, not a slide? I sit down with HANZA CFO Lars Åkerblom at their recent Capital Markets Day to unpack how code of conduct and sustainability guide every decision—from factory floor safety and anti-corruption to transparent relationships with customers, suppliers, and investors—and why that stance fuels both resilience and growth.

We trace...

AI is changing the electronics economy faster than most supply chains can adapt. We sit down with Shawn DeBravac, Chief Economist of the Global Electronics Association, to unpack the “memory squeeze” and why AI data centers are pulling scarce resources toward high-margin infrastructure, driving memory price pressure even when outright availability doesn’t look dire on the surface. If you build, buy, or plan around...

What if scaling production were as simple as one phone call? I sat down with Andres Nordin, HANZA's COO at their recent Capital Markets Day to unpack a customer-led operating model that turns complex supplier webs into a single, responsive partnership—and why the most valuable technology choices start with pain points, not buzzwords. From defining six core capabilities to exploring a seventh and eighth, we walk through how re...

What if your supply chain felt like one well-run factory instead of a maze of vendors and shifting promises? I sit down with founder and CEO Erik Stenfors at Hanza's Capital Markets Day in Stockholm to unpack a simple but powerful idea: build a manufacturing partner the way a buyer wishes it worked. That means vertical integration where it counts, smart outsourcing where it helps, and a single accountable brain coordinating many ca...