Hardware Podcasts

Supply Chain Special: Unravelling Geopolitics, Reshoring, Digital Transformation and More with Benchmark's Michael Lucia

EMS@C-LEVEL · 18 Oct 2023 · 16m

What this episode covers

Michael Lucia, CEO of Benchmark Electronics, discusses how geopolitical tensions, particularly the conflict in Israel, are driving reshoring and regionalization of supply chains, with customers demanding visibility into the country of origin for major parts. He notes that while component lead times have stabilized, pricing remains sticky due to inflation and energy costs, delaying the impact of new capacity from initiatives like the CHIPS Act. The conversation also explores the potential of AI as a 'co-pilot' for supply chain management, specifically for learning from past disruptions to recommend solutions, provided the underlying data sets are robust.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Benchmark Electronics, Koh Young, Global Electronics Association
Also
CHIPS Act, SMTAE Guadalajara

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