Defense electronics is moving faster than the supply chain can comfortably handle, and the numbers are forcing a rethink of what “normal” growth looks like. I sat down with Peter Nilsson, President & CEO of Kitron Group to unpack a dramatic jump in defense-related revenue, what’s driving it, and how an EMS provider can scale without getting trapped by over-concentration or runaway complexity.

We get specific about where the demand is coming from: legacy defense primes with long ramps and long program lives, plus a newer wave of defense tech companies building products at startup speed. That difference changes everything for electronics manufacturing services, from how you plan capacity to how you support rapid product development and transition into repeatable production. We also talk about the less glamorous reality behind big order books: lead times, component shortages, and the pain of distributor decommitments even after parts have been on order for a year.

From there, we explore what modern operations teams are doing to stay ahead, including AI agents embedded in ERP to chase recommits, validate the master schedule weekly, and trigger automatic replanning. We also zoom out to broader growth drivers like AI and data centers, and why industrial IoT, connectivity, and data-center infrastructure hardware are creating demand far beyond the server rack. Finally, Peter shares how they think about organic growth versus M&A, what makes an acquisition worth integrating, and why brand expectations around performance and reliability can’t slip during expansion.

If you care about defense manufacturing, EMS strategy, electronics supply chain resilience, and scaling production under pressure, hit play. Subscribe, share with a teammate, and leave a review, then tell us what supply chain risk keeps you up at night?

You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

MADE IN EUROPE is a Global Electronics Association podcast hosted by Philip Stoten and produced and published by SCOOP. For more information on Global Electronics Association visit https://www.electronics.org/