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Tariffs: Hope for the Best, Plan for the Worst

06/04/2025 | I-Connect007 Editorial Team
Paul Krugman received the Nobel Prize for Economics in 2008 for his work in economic geography and identifying international trade patterns. In April, he told the Goldman Sachs Exchanges podcast1, “The secret sauce of the Trump tariffs is that they are extremely uncertain. Nobody knows what they will be. Nobody knows what comes next. Now, if you’re a business trying to make plans, would you want to invest under those conditions?”

Nolan’s Notes: Moving Forward With Confidence

06/03/2025 | Nolan Johnson -- Column: Nolan's Notes
We’re currently enjoying a revitalized and dynamic EMS provider market with significant growth potential. Since December 2024, the book-to-bill has been extremely strong and growing. Starting with a ratio of 1.24 in December, book-to-bill has continued to accelerate to a 1.41 in April. Yet, there is a global economic restructuring taking place. To say that the back-and-forth with tariffs and trade deals makes for an uncertain market is an understatement. While we may be in a 90-day tariff pause among leading economic nations, the deadline is quickly approaching and that leaves many of you feeling unsettled about what to expect.

IDC Increases its PC and Tablet Forecasts Despite Tariff Uncertainty

06/02/2025 | IDC
After recording strong results in the first quarter of 2025, IDC is increasing its traditional PC forecast for 2025 — this comes despite the significant impact that US tariffs have had on its trading partners’ market sentiment.

I-Connect007 Editor’s Choice: Five Must-Reads for the Week

05/30/2025 | Andy Shaughnessy, Design007
I don’t have a scorecard, but I do have a weekly wrap-up of must-reads that I think deserve another “bite of the apple,” so to speak. IPC’s Rich Cappetto shares his perspective on everything from tariffs to the CHIPS Act. Columnist Josh Casper discusses the use of AI in 3D AOI systems and the immediate benefits that AI can bring about. Columnist Anaya Vardya explains how technologies like AI can improve our customer service, as well as our manufacturing processes.

Insights Into a Differentiating Trade/Investment Global Strategy for Electronics

05/27/2025 | I-Connect007 Editorial Team
To better understand the U.S. administration’s actions on global trade policies earlier this spring, Barry Matties and Nolan Johnson met with Richard Cappetto, IPC’s senior director of North American government relations, who highlighted both the challenges and opportunities available to U.S. companies in the recent trade activity. This could include increased domestic manufacturing and supply chain diversification.
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