In the electronics industry, the semiconductor industry and the supply chain are inexorably linked. And an industry insider says supply chain evolution has hindered the chip industry.
We sat down with Steve Sanghi, president and chief executive officer at Microchip Technology, during the recent EE Live! conference to get his thoughts on the electronics supply chain. He was clear in his statements: "Honestly speaking, I'm not sure that the supply chain has helped the semiconductor industry. Really, it has actually hurt it."
He called the semiconductor industry as it existed 15 years ago as a halcyon time. "In those days, the semiconductor supplier shipped directly to the end customer, and we were talking directly to those customers about inventory and availability." As distributors and contract manufacturers (CMs) evolved, the picture changed. Distributors used to offer small and midsized organizations a way to get smaller numbers of chips. More recently, though, distribution has become the go-to channel for customers of all sizes.
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