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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2021-11-29
- Length: 33m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia

## Summary

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.

## Chapters

- [0:08](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=8) Introduction and Industry Context
- [1:49](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=109) Causes and Timeline of the Chip Shortage
- [8:48](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=528) Overordering and Alternate Sourcing Risks
- [12:08](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=728) Government Policy, Subsidies, and Taxation
- [18:00](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=1080) Geopolitical Risks and Investment Incentives
- [22:43](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=1363) Talent Shortages and Immigration Policy
- [26:03](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=1563) Industry Outlook and Automotive Lessons
- [31:28](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia#t=1888) Personal Anecdote: Dropping an iPhone from a Plane

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Hiring & workforce](https://hardwarepodcasts.com/topic/hiring-and-workforce)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)

## Most relevant to

established companies

## Mentioned

- ECIA (company)
- TSMC (company)
- GlobalFoundries (company)
- Intel (company)
- SIA (company)
- NAM (company)
- Koh Young (company)
- CloudNC (company)
- iPhone (product)

## Related episodes from other shows

- [Chip Shortage Denier](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-05-10-chip-shortage-denier) (The Amp Hour)
- [Ep. 35 | The Impact of Chip Shortages on the Electronics Industry](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry) (Moore's Lobby)
- [Navigating the Semiconductor Space for IoT | Rand Technology's Jennifer Strawn | Internet of Things Podcast](https://hardwarepodcasts.com/podcast/iot-for-all-podcast/2023-11-07-navigating-the-semiconductor-space-for-iot-rand-technologys-jennifer-strawn-inte) (IoT For All Podcast)
- [Living Through Chipageddon](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-02-16-living-through-chipageddon) (The Amp Hour)
- [Episode 48: Semiconductor Industry Wish Lists for 2024](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024) (The Circuit)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to EMS@C-LEVEL.