# Ep. 35 | The Impact of Chip Shortages on the Electronics Industry

- Show: [Moore's Lobby](https://hardwarepodcasts.com/podcast/moores-lobby)
- Published: 2021-10-19
- Length: 59m
- Episode: 8
- Page: https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry
- Listen: https://www.allaboutcircuits.com/podcast/ep-35-the-impact-of-chip-shortages-on-the-electronics-industry

## Summary

Dave Doherty of Digi-Key, Steve Sanghi of Microchip Technology, and Michael Knight of TTI discuss the global chip shortage, citing constraints in semiconductors, passives, and raw materials like resins and metals. The panel attributes the crisis to a 'perfect storm' of pandemic shutdowns, climate events, and labor shortages, noting that automotive production has dropped significantly due to missing microcontrollers. They predict lead times will remain extended for at least a year and emphasize the need for distributors to act as supply chain insurance through higher inventory levels.

## Chapters

- [0:01](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=1) Introduction: Panelists and the 'Perfect Storm' of Constraints
- [7:29](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=449) Broad Impact on Automotive and Mobile Markets
- [11:21](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=681) Microchip's Backlog, Lead Times, and Labor Issues
- [15:52](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=952) Timeline for Recovery and Capacity Constraints
- [18:03](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=1083) Supply Chain Resilience, Climate, and Inventory Strategy
- [24:36](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=1476) Digi-Key's Role as a Supply Chain Filter
- [26:00](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=1560) Microchip's Pandemic Response and Record Year
- [40:33](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=2433) Future Opportunities in IoT, EVs, and Data Centers
- [48:15](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry#t=2895) Digi-Key's New Warehouse and Industry Outlook

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)

## Most relevant to

large enterprises

## Mentioned

- Digi-Key Electronics (company)
- Microchip Technology (company)
- TTI (company)
- Volvo (company)
- Nissan (company)
- Tesla (company)
- Keysight Technologies (company)
- Berkshire Hathaway (company)
- TSMC (company)

## Related episodes from other shows

- [Chip Shortage Denier](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-05-10-chip-shortage-denier) (The Amp Hour)
- [EMS@C-LEVEL Season 2021 Episode #15 with David Loftus, President and CEO of ECIA](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) (EMS@C-LEVEL)
- [Living Through Chipageddon](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-02-16-living-through-chipageddon) (The Amp Hour)
- [Chips And Fabs And Garages](https://hardwarepodcasts.com/podcast/the-amp-hour/2010-10-22-chips-and-fabs-and-garages) (The Amp Hour)
- [BONUS - That SCOOPshow - Season 5, Episode 2 - Component Shortages with IPC's Chief Economist Shawn DuBravac](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ) (EMS@C-LEVEL)

## Citing this page

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