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

<h4><a href="https://macrofab.com/blog/mep-ep333-codys-corner-q2-2022/">MEP EP#333: Cody's Corner - Q2 2022</a><b><br></b></h4><p><b>Cody Endlich </b></p> <ul> <li>10 years experience in electronic component distribution and commodities trade</li> <li>Currently the head of strategic sourcing at Macrofab</li> <li>Last seen on<a href="https://macrofab.com/blog/mep-ep318-strategic-component-sourcing-with-cody-endlich/" target="_blank" rel="noopener"> episode 318</a> to discuss Strategic Component Sourcing and MacroFab joining the ERAI</li> </ul> <p><strong>What we saw in Quarter 2 2022</strong></p> <ul> <li>Russia's invasion of Ukraine <ul> <li>Ukraine and Neon gas</li> <li>Neon gas is used in semiconductor production for running the lasers required for the lithography</li> </ul> </li> <li>Lockdown hits Shenzhen as Covid Infections Increase<br> <ul> <li>Components that come out of China directly effected</li> <li>Raw material shortages causing ripple effects in other countries manufacturing</li> </ul> </li> <li>New Earthquakes hit Japan and Taiwan<br> <ul> <li>Magnitude 7.3 earthquake occurred off the coast of Fukushima, Japan on the evening of March 16</li> <li>Renesas and Murata operate factories close to the epicenter</li> <li>Took 3 days to reestablish production</li> </ul> </li> <li>A Logistical Headache<br> <ul> <li>biggest problem for MLCC suppliers at this stage is they cannot deliver materials to Shanghai and Kunshan</li> </ul> </li> </ul> <p><b>Magic 8-Ball</b></p> <ul> <li>Cody thinks there will be a loosing of supply chain due to the impeding recession</li> <li>Parker see's the industry streamlining catalogs of components similar to 2018 Ceramic Capacitor shortage</li> </ul> <p>&nbsp;</p>