MacroFab Engineering Podcast

MacroFab's Engineering Podcast! Where Electrical Engineers, Parker Dillmann and Stephen Kraig talk about electrical engineering topics, DIY projects, and industry news. Sometimes cool people stop by the podcast to drop some knowledge.

https://macrofab.com/blog/podcast/

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episode 333: Cody's Corner - Q2 2022


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

 


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