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