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David Schild, executive director of the Printed Circuit Board Association of America (PCBAA), leads an organization focused on the domestic manufacture of PCBs and substrates to support America’s critical microelectronics supply. In part one of this interview, he reflects on how a “perfect storm” during the COVID-19 pandemic actually ignited the conversation that has allowed PCBAA to flourish: Years of advocacy, the shock of COVID-era supply chain disruptions, and the long road to the CHIPS Act have helped to reshape the federal mindset on industrial policy.

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SMT Perspectives & Prospects: 12 Predictions for Using AI in 2026

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At a committee meeting in Washington, D.C., someone asked me if I think AI is a bubble. Over the past several months, this has become a prevalent and pervasive question in both business circles and broader society. Yet, despite its ubiquity, no one had ever asked me that question directly, and especially with such immediacy in front of a committee. My instinctive reply was, “It depends on how you define the bubble. It is certainly not an internet bubble.” The querier lamented, almost disappointed, “Well, you are in the minority.”
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