Up Close with Dieter Weiss, in4ma – A deep dive into the European EMS industry’s financial health.
Eric discusses in4ma’s most recent research on the European EMS industry with Dieter Weiss, Senior Market Analyst, in4ma. In Part One, they discuss the inventory overhang in detail. Dieter explains the impact and reveals some surprises based on his own conversations with global suppliers. His discoveries highlight the uncertainty and challenges of filling orders expected in the next few quarters. “Now is the time for EMS companies to stay very close to their customers,” he concludes. They also discuss where EMS companies are considering adding capacity. It’s a fascinating conversation, with real insights that shouldn’t be missed. Part Two will post tomorrow.
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