The EMS (Eric Miscoll) Show – Component Supply Chain Update with TTI’s Jeff Ray & ECIA’s Dale Ford

The Electronic Component Industry Association’s (ECIA) Chief Analyst Dale Ford and TTI’s SVP of Global Accounts Jeff Ray join Eric and Phil for an in-depth analysis of the current state of the global component supply chain. Their data-driven predictions cover when the excess inventory will finally burn off enabling an industry recovery; what’s happening in specific end markets like EVs, industrial and data centers; lead times for specific component categories; the impact of higher interest rates on cash-flow; what will happen when date-codes on the excess inventory expire; and why supply-demand balance in the component supply chain is so challenging to achieve. Can AI help? What is the current state of the regionalization trend with all the geopolitical tensions? And ultimately, what is the best way for EMS companies to manage their inventory? It’s an information-packed discussion with practical take-aways for EMS companies struggling to meet current challenges.

The EMS (Eric Miscoll Show) is sponsored by Koh Young.