Codys corner q2 2022

Circuit Break Podcast #333

Cody’s Corner – Q2 2022

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June 17, 2022, Episode #333

Cody Endlich is back on the podcast to discuss the electronic component supply chain squeeze and what the future magic 8-ball says about the industry.

Cody Endlich

  • 10 years experience in electronic component distribution and commodities trade
  • Currently the head of strategic sourcing at MacroFab
  • Last seen on episode 318 to discuss Strategic Component Sourcing and MacroFab joining the ERAI

What we saw in Quarter 2 2022

  • Russia’s invasion of Ukraine
    • Ukraine and Neon gas
    • Neon gas is used in semiconductor production for running the lasers required for the lithography
  • Lockdown hits Shenzhen as Covid Infections Increase
    • Components that come out of China directly effected
    • Raw material shortages causing ripple effects in other countries manufacturing
  • New Earthquakes hit Japan and Taiwan
    • Magnitude 7.3 earthquake occurred off the coast of Fukushima, Japan on the evening of March 16
    • Renesas and Murata operate factories close to the epicenter
    • Took 3 days to reestablish production
  • A Logistical Headache
    • biggest problem for MLCC suppliers at this stage is they cannot deliver materials to Shanghai and Kunshan

Magic 8-Ball

  • Cody thinks there will be a loosing of supply chain due to the impeding recession
  • Parker see’s the industry streamlining catalogs of components similar to 2018 Ceramic Capacitor shortage

About the Hosts

Parker Dillmann
  Parker Dillmann

Parker is an Electrical Engineer with backgrounds in Embedded System Design and Digital Signal Processing. He got his start in 2005 by hacking Nintendo consoles into portable gaming units. The following year he designed and produced an Atari 2600 video mod to allow the Atari to display a crisp, RF fuzz free picture on newer TVs. Over a thousand Atari video mods where produced by Parker from 2006 to 2011 and the mod is still made by other enthusiasts in the Atari community.

In 2006, Parker enrolled at The University of Texas at Austin as a Petroleum Engineer. After realizing electronics was his passion he switched majors in 2007 to Electrical and Computer Engineering. Following his previous background in making the Atari 2600 video mod, Parker decided to take more board layout classes and circuit design classes. Other areas of study include robotics, microcontroller theory and design, FPGA development with VHDL and Verilog, and image and signal processing with DSPs. In 2010, Parker won a Ti sponsored Launchpad programming and design contest that was held by the IEEE CS chapter at the University. Parker graduated with a BS in Electrical and Computer Engineering in the Spring of 2012.

In the Summer of 2012, Parker was hired on as an Electrical Engineer at Dynamic Perception to design and prototype new electronic products. Here, Parker learned about full product development cycles and honed his board layout skills. Seeing the difficulties in managing operations and FCC/CE compliance testing, Parker thought there had to be a better way for small electronic companies to get their product out in customer's hands.

Parker also runs the blog, longhornengineer.com, where he posts his personal projects, technical guides, and appnotes about board layout design and components.

Stephen Kraig
  Stephen Kraig

Stephen Kraig is a component engineer working in the aerospace industry. He has applied his electrical engineering knowledge in a variety of contexts previously, including oil and gas, contract manufacturing, audio electronic repair, and synthesizer design. A graduate of Texas A&M, Stephen has lived his adult life in the Houston, TX, and Denver, CO, areas.

Stephen has never said no to a project. From building guitar amps (starting when he was 17) to designing and building his own CNC table to fine-tuning the mineral composition of the water he uses to brew beer, he thrives on testing, experimentation, and problem-solving. Tune into the podcast to learn more about the wacky stuff Stephen gets up to.

Special thanks to whixr over at Tymkrs for the intro and outro!

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