Hardware Podcasts

EMS@C-LEVEL Season 2021 Episode #15 with David Loftus, President and CEO of ECIA

EMS@C-LEVEL · 29 Nov 2021 · 33m

What this episode covers

David Loftus, President and CEO of the Electronic Component Industry Association (ECIA), discusses the global semiconductor shortage, attributing it to a combination of pandemic-induced demand shifts and cyclical industry dynamics. He analyzes the impact of government interventions, including proposed subsidies for new fabs and potential corporate tax hikes, arguing that political uncertainty and immigration restrictions hinder supply chain security. Loftus also highlights the risks of 'alternate ordering' by R&D departments and the automotive industry's failure to utilize authorized distribution channels during the crisis.

Most relevant to

established companies

Topics

Mentioned

Companies
ECIA, TSMC, GlobalFoundries, Intel, SIA, NAM, Koh Young, CloudNC
Products
iPhone

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