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