Crowded halls at Productronica set the scene, but the real action is the shift from isolated specialties to a connected electronics ecosystem. I sit down with Mike Buetow, President of PCEA (Printed Circuit Engineering Association and Publisher of Circuits Assembly to talk about the throughline from PCB design to fabrication to assembly—and what it takes to build a workforce ready to carry that vision. From a 40-hour, practitioner-built PCB design curriculum to university partnerships and licensing, we trace how hands-on training and early outreach give students a clear path into hardware careers.

We also address the “missing generation” myth with data and nuance. After the dot-com whiplash and offshoring, the mid-career band thinned, but a new wave under 30 is rising fast. That energy shows up at shows and in startups pushing EDA, manufacturing analytics, and AI. Culture matters: when young engineers see people like themselves on stage and in leadership, they lean in. Surprisingly, gaming and 3D thinking become strengths for layout and systems work—proof that talent pipelines don’t always look like we expect.

Events are evolving to match the systems reality. PCB West and PCB East anchor the calendar, BCB Detroit connects with Wayne State’s training footprint, and PCB East 2026 co-locates with FPGA Horizons while adding a two-day assembly conference. The result is four days that unite PCB, FPGA, and assembly, backed by major vendors and distributors. This is ecosystem engineering—designers learn process limits, assemblers track new packages, and everyone aligns on yield, cost, and reliability before metal is cut. We challenge leaders on Industry 4.0 and AI: the tools exist, the data lakes are filling, but value appears only when management learns the systems, sets real problems, and empowers people to collaborate across silos.

If you care about better DFM, faster ramps, and turning data into decisions, this conversation maps the path forward. Subscribe for more grounded talks with the people building the future of electronics, and leave a review to tell us what topic you want next.

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.

A Nordic acquisition with outsized impact: I sit down with Kitron Group President and CEO Peter Nilsson to unpack why bringing DeltaNordic into the Kitron family is more than a geographic play. It unlocks entrenched capability in electrical cabinets and control boards for combat vehicles and naval platforms, backed by fresh orders and the kind of incumbency that turns programs into multi-year revenue. We connect the dots between tier-one defense relationships, predictable volumes, and a growth path that targets 1.5 billion euros in top line by 2030. There's also an enthusiastic testimonial here for the great insight provided, and work done, by Shaan Tharani at MP Corporate Finance in supporting and advising Kitron in their M&A activity.

What makes this strategy work is the one-company operating model. Shared production platforms, common equipment, unified processes, and the same training and incentives across sites build speed that scales. That cohesion pays off when a site faces an end-of-product-life issue or a customer shift; the group can redeploy talent, rebalance load, and protect margins. Peter explains how this approach turns footprint into agility, and why integration discipline is the quiet engine behind reliable delivery in defense and beyond.

We also map the market terrain for 2026. Connectivity looks set for the fastest growth thanks to short product cycles and rapid innovation. Industrial shows a gentle rebound. Electrification holds steady after a surge, with data center-driven storage and grid upgrades still critical. Medical remains the smallest slice, but targeted moves into high-level assembly and carve-outs could unlock fresh value by letting OEMs focus on R&D and go-to-market while EMS partners scale manufacturing. Along the way, we discuss Europe’s M&A appetite, cash-rich balance sheets, and why selective acquisitions amplify organic growth rather than replace it.

If you’re tracking defense supply chains, EMS strategy, or how standardized operations beat complexity, this conversation offers a clear view of what’s next. Follow, share with a colleague who watches the Nordic EMS space, and leave a review with your biggest takeaway so we can keep raising the bar.

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.

The floor at Productronica hummed with a cautious optimism: after nearly two years of headwinds, signs of a turn are appearing in Europe. I sat down with Koh Young’s Michael Zahn and Joel Scutchfield to compare notes across Europe, the US, and Mexico—where industrial electronics, defense, smart home, and heating systems are on the rise while automotive remains subdued. What stood out wasn’t just where orders are coming from, but who is moving first: midsize EMS firms and privately owned manufacturers are investing ahead of the curve, seeking fast payback and dependable support.

Underneath the market pulse is a sharper question customers keep asking: what can we do with the data? High-fidelity inspection images are table stakes; the real value arrives when those images become insight that drives action. Michael and Joel walk through how applied AI delivers measurable outcomes—shorter setup times, preemptive process correction, and fewer defects—making productivity gains visible in hours saved and scrap avoided. The conversation cuts through hype: it’s not “do you have AI,” but “what has AI done for the line this week?”

Collaboration is the hinge that makes it all work. Beyond connecting machines, manufacturers are connecting companies and teams, breaking the habits of siloed optimization. Partnerships with players like Fuji and Cybord show how shared data and agreed response rules enable closed-loop control across printer, SPI, placement, and MES. That’s where a real tipping point forms: consistent global messaging, common data models, and cross-vendor feedback loops that accelerate time-to-stable and lift yield across shifts, lots, and sites.

If you’re aiming to turn smart factory ambition into repeatable results, this conversation maps the next steps: insight layers over raw data, ROI you can measure week by week, and collaborations that compound. Subscribe, share with a colleague who owns yield, and leave a review with the one bottleneck you want to break next.

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.

Deals change the game only when they change what you can do for customers. That's the heartbeat of our conversation as we break down InCap’s planned acquisition of Lacon Group, a Germany-based EMS and ODM player with sites across Bavaria, northern Germany, and Romania. In this conversation with InCap CEO Otto Pukk, I dive into why Germany’s the cornerstone of European EMS, how local engineering talent shifts the work from build-to-print toward design collaboration, and why this move is about smarter capacity—geography, capability, and resilience—more than raw scale.

We map the value Lacon adds: roughly €70 million in revenue, a balanced sector mix across defense, rail, industrial, and medical, and ODM-grade design services that tighten DFM, accelerate NPI, and strengthen lifecycle support. Then we connect the dots to InCap’s existing strengths in Europe, USA and India, showing how small and mid-volume German programs can ramp efficiently across a broader network without sacrificing proximity or quality. The result is a more versatile platform for customers who want speed, engineering depth, and flexible capacity in an uncertain market.

Consolidation across European EMS is heating up, with aggressive moves from regional leaders and higher multiples for high-quality assets. We unpack what’s driving the surge—defense and aerospace demand, AI and data center hardware—and why portfolio balance still matters when geopolitics can shake forecasts. Culture fit plays a starring role here; with multi-site teams and over 600 new colleagues to integrate, shared values and a strong group spirit make the difference between a deal that looks good on paper and one that delivers in practice.

We close with a grounded outlook: stronger Q4 than Q3, cautious optimism for 2026, and a clear focus on integration and operational excellence—harmonizing processes, unlocking cross-site synergies, and standardizing engineering workflows. If you’re tracking the future of EMS, from German proximity to India-based scale, from ODM capability to defense readiness, this is a deep, candid look at how strategy meets execution. Subscribe, share with a colleague who follows EMS M&A, and leave a review with your take on where the next strategic foothold should be.

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.

A bustling Global Electronics Association booth at Productronica sets the stage for a candid conversation with Chief Global Officer Sanjay Huprikar about what real global collaboration looks like when it’s working. We trace a clear arc: India’s surge through training and engagement, China’s evolution from certification powerhouse to standards initiator, and Europe’s EMS leaders discovering that a neutral room can turn competitors into co-problem-solvers. The throughline is practical and powerful—let standards start where they must, invite the world to shape them, and keep the craft alive through hands-on training that elevates the entire workforce.

We unpack how “think global, act local” moves from slogan to system. A standard might begin in China on rail, draw in Europe’s deep expertise, and then expand through India and North America as shared challenges surface. In Paris, that same spirit created a safe space where CEOs left posturing at the door and focused on the 80 percent of challenges that every EMS provider faces—talent pipelines, digital maturity, supply risk, and operational resilience—while keeping the secret sauce out of the conversation. The result is faster learning, better standards, and teams who can actually apply them.

Beyond the boardroom, we celebrate the human side of excellence. Training programs, hand soldering and wire harnessing competitions, and ongoing education translate standards into muscle memory. Advocacy and industry insight add lift, connecting policy signals to factory floors. The rebrand to Global Electronics Association formalizes a decade of practice: each region can lead, and everyone contributes to a stronger, shared framework. If you care about workforce development, open collaboration, and standards that reflect real work, you’ll find a playbook here worth adopting.

Enjoyed the conversation? Follow the show, share it with a colleague who cares about collaboration, and leave a quick review to tell us what standard or skill set should be built next.

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.

Productronica 2025 sets the stage for this novel leadership story: how a business major found purpose in the SMT and EMS industry, learned the language of machines and yields, and stepped into the COO role. I sat down with Koh Young Europe COO Solin Ahmed to unpack what it really takes to lead in a technical market without an engineering degree—fluency, curiosity, and the discipline to connect factory realities with customer expectations.

Guided by a 49-year SMT veteran, Solin shows how mentorship converts raw exposure into judgment, and how a trusted advisor emerges from years of watching, listening, and then acting. We also dive into a leadership model built on frictionless collaboration: operations guided by a detail-driven COO, paired with a seasoned sales leader who translates market signals into pipeline. That balance closes the gap between what gets sold and what can be built.

Amid talk of a “missing generation” in manufacturing, this conversation offers a different lens: create visible ramps for mid-career talent, make technical learning non-negotiable, and let emerging leaders prove themselves inside real projects. Solin explains that on the show floor, the mood is unmistakable—busy booths, decisive conversations, and renewed confidence after a hard stretch in the German market. We look ahead to 2026 with cautious optimism, agreeing that partnerships across SMT, backend, and component ecosystems will determine who compounds gains fastest.

If you’re navigating EMS leadership, building an SMT strategy, or rethinking how sales and ops should click, you’ll find practical insights and a dose of hard-won optimism. Subscribe, share with a colleague who mentors rising talent, and leave a review with one shift you think would most improve EMS in 2026.

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.

Europe’s EMS market isn’t just busy—it’s redrawing the map in real time. We sit down at Productronica 2025 to unpack how a slow Q1 turned into a full-throttle M&A sprint, and why the leaderboard is changing faster than most expected. From targeted buys that unlock Spain, France, North Africa, and Switzerland to bold moves in aerospace and defense, the story isn’t growth for growth’s sake—it’s about building resilient portfolios that win on proximity, margin, and capability.

We dig into Cicor’s rise through a string of smaller targets and a revised offer for TT that could catapult it near the top, plus Scanfil’s international push through SRX Global, Atco, and MB Electronica to add reach and A&D exposure. Then we break down Hanza’s surprise acquisition of BMK, the logic behind its pan-European footprint, and how vertical integration—plastics, sheet metal, cable harnesses, and box build—turns PCBA sites into platforms that capture more share of wallet. The throughline: scale matters, but configuration matters more.

Beyond the headlines, we focus on the mechanics that decide whether deals create or destroy value. Culture fit between family-run firms and PE-backed operators, sequencing integration to protect customers, and aligning offerings to the target’s sales motion all determine the ROI. We outline the three enduring M&A levers—geography, end markets, and integrated capabilities—and how different playbooks balance them without overloading the strategy. Looking to 2026, expect more consolidation, at least one game-changing transaction, and several players breaking the billion-euro barrier.

If you care about EMS strategy, post-merger integration, and how to build a durable competitive edge in Europe, this conversation is a roadmap. Listen, share with a colleague who tracks electronics manufacturing, and leave a quick review so we can reach more industry leaders.

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.

In this episode of EMS & The Economist with Global Electronics Association Shawn DuBravac, we start with the longest U.S. government shutdown on record and how it choked off official data when leaders needed it most. With unemployment figures stale and signals flashing mixed, we turned to industry metrics: book‑to‑bill ratios that look balanced, backlogs that finally eased, and a defense sector still pulling hard, especially in Europe.

From there, we dive into the AI surge. Yes, the investment is huge, but today’s spend doesn’t rhyme with the dot‑com era. Hyperscalers like Meta, Google, and Amazon are deploying earnings rather than piling on fragile debt, building capacity they know they’ll use over a longer horizon. Even if there’s some overbuild, the bigger near‑term constraint isn’t hype—it’s electricity. Power availability, interconnect queues, and grid readiness now shape the slope of data center growth and the electronics demand tied to it.

Tariffs never left the stage, so companies stopped waiting for clean answers. We share how manufacturers are hedging with flexible footprints: in‑sourcing select lines, shifting from China to the U.S. or Mexico, and using USMCA to blunt steel and aluminum tariffs. We also unpack the legal uncertainty around AIPA and what rapid refunds could mean—a de facto stimulus that could unleash purchases and CapEx, or sit idle if policy risk stays high. Across the supply chain, smarter BOM visibility and analytics help teams decide what to absorb, what to pass through, and when to move.

Looking ahead, we set expectations for Productronica and CES. AI touches everything from enterprise infrastructure to wearables, robotics momentum is building, and autonomy has crossed from possible to feasible—especially as a service. Waymo's millions of miles point to real utilization, even if personal AV ownership remains a longer‑term play, with regulation and weather still setting the pace. If you care about where electronics goes next, keep your eye on AI‑enabled demand, power constraints, and the quiet agility moves inside supply chains.

Enjoyed the conversation? Follow the show, share it with a colleague, and leave a quick review to help more builders find us.

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.