Anecdotal reports indicate some manufacturers are purchasing larger-than-needed amounts of raw materials and certain components out of concern for supply availability in coming months. This is all tied to the shortages brought on by the earthquake and tsunami in Japan.
In the near-term, I expect analysts will be a bit confused as to what’s real demand and what’s over-ordering. Something to watch.
About Mike
Mike Buetow is editor-in-chief of Circuits Assembly magazine, the leading publication for electronics manufacturing, and editorial director of UP Media Group, for which he oversees all editorial and production aspects. He has more than 20 years' experience in the electronics industry, including six years at IPC, an electronics trade association, at which he was a technical projects manager and communications director. He has also held editorial positions at SMT Magazine, community newspapers and in book publishing. He is a graduate of the University of Illinois.
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