Circuit Break - A MacroFab Podcast

MEP EP#333: Cody's Corner - Q2 2022


Listen Later

MEP EP#333: Cody's Corner - Q2 2022

Cody Endlich

  • 10 years experience in electronic component distribution and commodities trade
  • Currently the head of strategic sourcing at Macrofab
  • Last seen on episode 318 to discuss Strategic Component Sourcing and MacroFab joining the ERAI
  • What we saw in Quarter 2 2022

    • Russia's invasion of Ukraine
      • Ukraine and Neon gas
      • Neon gas is used in semiconductor production for running the lasers required for the lithography
      • Lockdown hits Shenzhen as Covid Infections Increase
        • Components that come out of China directly effected
        • Raw material shortages causing ripple effects in other countries manufacturing
        • New Earthquakes hit Japan and Taiwan
          • Magnitude 7.3 earthquake occurred off the coast of Fukushima, Japan on the evening of March 16
          • Renesas and Murata operate factories close to the epicenter
          • Took 3 days to reestablish production
          • A Logistical Headache
            • biggest problem for MLCC suppliers at this stage is they cannot deliver materials to Shanghai and Kunshan
            • Magic 8-Ball

              • Cody thinks there will be a loosing of supply chain due to the impeding recession
              • Parker see's the industry streamlining catalogs of components similar to 2018 Ceramic Capacitor shortage
              •  

                ...more
                View all episodesView all episodes
                Download on the App Store

                Circuit Break - A MacroFab PodcastBy MacroFab, Inc.

                • 4.8
                • 4.8
                • 4.8
                • 4.8
                • 4.8

                4.8

                37 ratings


                More shows like Circuit Break - A MacroFab Podcast

                View all
                The Amp Hour Electronics Podcast by The Amp Hour (Chris Gammell and David L Jones)

                The Amp Hour Electronics Podcast

                229 Listeners

                Embedded by Logical Elegance

                Embedded

                189 Listeners

                All Ears English Podcast by Lindsay McMahon and Michelle Kaplan

                All Ears English Podcast

                2,274 Listeners

                Recording Studio Rockstars by Lij Shaw

                Recording Studio Rockstars

                503 Listeners

                Well There‘s Your Problem by WTYP is Justin Roczniak, November Kelly, Liam McAnderson, and friends.

                Well There‘s Your Problem

                1,220 Listeners

                The Rest Is History by Goalhanger

                The Rest Is History

                12,604 Listeners

                The Carmudgeon Show by Hagerty Media

                The Carmudgeon Show

                281 Listeners