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IPC firms navigate currency whiplash, conflict risk, and client caution

Industrial PC (IPC) makers, having weathered the pandemic and supply chain disruptions, had expected a steady recovery. But renewed geopolitical headwinds — tariffs, currency swings, and regional conflicts — have cast fresh uncertainty over market prospects. Although vendor-client relationships remain largely stable, rising geopolitical and economic uncertainty is raising doubts over sustained investment momentum in downstream markets.