Circuit Break - A MacroFab Podcast

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

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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
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                Circuit Break - A MacroFab PodcastBy MacroFab, Inc.
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