BONUS - Benchmark's Michael Lucia on THE Supply Chain Intelligence PODCAST, episode three

EMS@C-LEVEL · 22 Dec 2022 · 28m

What this episode covers

Michael Lucia, Director of Global Supply Chain Solutions at Benchmark, joins hosts Philip Spagnoli Stoten and Daniel Schoenfelder to analyze the latest Spectra Electronic Design to Delivery Index (EDDI) report. They discuss the simultaneous softening of demand and increase in supply across component categories, noting that while microcontrollers remain tight, other sectors are seeing relief. The panel explores the shift in geopolitical supply chains toward Mexico and Vietnam, the challenges of scaling production in these regions, and predictions for pricing power and industry recovery in 2023.

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