Show Notes:

In this episode of the Leadership in Manufacturing podcast, host Sannah Vinding engages in a captivating conversation with Dennis Reed, senior research analyst at Edgewater Research.

They explore the dynamic world of electronics manufacturing, shedding light on the current trends and outlook for the industry.

Reed emphasizes the pervasive uncertainty that characterizes the electronics manufacturing landscape, highlighting how the pace of uncertainty has accelerated in recent years. To navigate this complexity, he underscores the significance of staying on top of the ever-increasing volume of data. However, he emphasizes that data analysis alone is insufficient. Instead, Reed advocates for actively listening to industry stakeholders and building strong relationships across the supply chain to inform data-driven analysis effectively.
Furthermore,

Reed discusses Edgewater Research’s unique bottom-up approach to analysis. By engaging with individuals across the supply chain, from sand to silicon to end buyers, they gain valuable insights into inflection points and anticipate industry trends ahead of the data. This approach allows them to carve out their niche in the industry and remain focused on their process while others get caught up in rumors and speculation.

Overall, this episode highlights the importance of embracing uncertainty, actively listening, and grounding analysis in a robust process to thrive in the ever-evolving electronics manufacturing industry.

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