MEP EP#333: Cody's Corner - Q2 2022
Cody Endlich
10 years experience in electronic component distribution and commodities tradeCurrently the head of strategic sourcing at MacrofabLast seen on episode 318 to discuss Strategic Component Sourcing and MacroFab joining the ERAIWhat we saw in Quarter 2 2022
Russia's invasion of UkraineUkraine and Neon gasNeon gas is used in semiconductor production for running the lasers required for the lithographyLockdown hits Shenzhen as Covid Infections Increase
Components that come out of China directly effectedRaw material shortages causing ripple effects in other countries manufacturingNew Earthquakes hit Japan and Taiwan
Magnitude 7.3 earthquake occurred off the coast of Fukushima, Japan on the evening of March 16Renesas and Murata operate factories close to the epicenterTook 3 days to reestablish productionA Logistical Headache
biggest problem for MLCC suppliers at this stage is they cannot deliver materials to Shanghai and KunshanCody thinks there will be a loosing of supply chain due to the impeding recessionParker see's the industry streamlining catalogs of components similar to 2018 Ceramic Capacitor shortage