In this insightful wrap-up for 2023, host Zach Peterson engages in a thought-provoking conversation with Gene Weiner, President of Weiner International Associates. Together, they explore the evolving landscapes of manufacturing in Mexico, India, and the rise of Ultra High-Density Interconnects (UHDI).
Discover the intricate differences between electronics manufacturing in:
🖥️ China: Where resources are readily committed to your supply chain.
🖥️ Mexico: Where a DIY approach and complete plan are needed upon arrival.
🖥️ India: Where promising developments, driven by new resolutions and government support, have the country surpassing Mexico in certain aspects.
The discussion delves into the challenges and opportunities of UHDI, its impact on AI-driven technologies, and the need for advanced materials and processes. Gene Weiner shares his expertise on the M&A activity in the electronics manufacturing services (EMS) sector, foreseeing continued consolidation and vertical integration.
Join the conversation on the future of electronics manufacturing, the push for onshoring critical components, and the quest for sustainability in the industry.
0:00 Intro
1:38 Trade and Manufacturing in Mexico
5:25 Broader Trends in India
6:35 Is India Closer to the Chinese or Mexican Model?
8:25 Why Chinese PCB Countries Are Suffering
9:22 M&A Activity
11:00 Headed Toward TTM Status?
14:45 UHDI, Substrates, and the CHIPS Act
18:44 Onshoring & Creating a Local Ecosystem
19:11 AI Has Kicked Everything Into Overdrive
21:18 Will We Return to Earlier PCB Manufacturing Eras?
23:34 Correct Market Share in US and Europe?
25:15 Vietnam, China, Thailand, and Taiwan
27:00 Growth in Chiplets?
28:27 PCB FOMO?
29:42 UHDI Cleanliness Standards
34:38 Cleaning Advancements?
38:08 Time to Move Past Gerbers?
39:41 What Kind of Advancements to Expect in 2024
For more episodes of the OnTrack Podcast, click here: youtube.com/playlist?list=PL3aaAq2OJU5FLgl8HQLrNEDnZx1cT2WrQ
👉 Learn More about Gene Weiner: linkedin.com/in/gene-weiner-89a85716/
👉 Learn More about Weiner International Associates: weiner-intl.com/
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- Electronics Manufacturing in 2023: Mexico, India, & the Rise of UHDI ( Download)
