Up Close with ECIA Chief Analyst Dale Ford – Part Two

In this second part of Eric’s discussion about the electronic component supply chain, the two discuss the ramifications of the ‘x-shoring’ trend, whether you call it friend-shoring, re-shoring and so forth. Dale talks about the remarkable impact on manufacturing in Mexico. They then cover the effect of monetary policy on the component industry, e.g. interest rates, tax incentives and inflation. And the latest on sustainability, which was the hot topic at last year’s CES. The must-see discussion ends with where the greatest threats to supply chain stability will come from in the future, ending on positive note as Dale points out that the industry is learning from the disruptions of the past.

Part One is available HERE>>