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