Do you know the quiet leaders? Often they are the ones who get things done.

In 1981, when I started in the electronics manufacturing services (EMS) industry, two things really surprised me. First was that EMS factories saw tomorrow’s tech before the rest of the world. Second was the amazing amount of knowledge resident on the factory floor. That second point always drives me to challenge folks who believe it is impossible to succeed without a college degree. As long as I’ve worked in EMS, I have been exposed to factory workers who learned on-the-job the same things I did in college.

A couple months ago, I had a great conversation with Lois Kenon, a rework/repair specialist at TeligentEMS in Havana, FL. She went to work in the service sector after high school, planning to try a few jobs before going to college, but ended up staying in manufacturing. We spent time talking about her leadership philosophy, and I felt it made sense to share some of that philosophy in my column.

Supply chain fatigue taking hold? It’s all in a day’s work.

I can’t think of a more exciting time than now, especially for the PCB industry. Risk has always been a friend and catalyst to our industry. There has rarely been more types of risk, and never as varied, for all industries and companies, large and small, to navigate. As varied as it may be, all those challenges seem to boil down to three basic categories: technology transfer; geopolitical posturing; and logistics fatigue. The single common denominator to all? People.

My bet is that dealing with new technology, and the transfer of that technology to displace or enhance tried-and-true methodologies, is the easiest for our industry to wrap itself around. The risk and reward of new technology is well understood. It has been the hallmark of how and why we are in business and prosper. However, for those in the auto industry, which has over 100 years of understanding of mechanical and internal combustion equipment, the dawning of hybrid and electronic technologies to propel a vehicle, let alone control and monitor performance – with or without a driver – brings nothing but risk. For our industry, supplying this transfer from mechanical to electronics creates a different type of risk. Now “consumer” products must be as rugged as the toughest military or aerospace application, or even more so, because the sheer number of lives at risk are greater and the operating environment less controlled.

Have all the supply chain tools companies have developed and their customers put into place worked? We are about to find out.

I’ve been a journalist through four PCB recessions and counting. By my estimates, we are about to hit number five.

According to ECIA, lead times for most types of passives and actives are down since last winter. Likewise, component distributor TTI reports similar trends. Its weekly reports show demand for most types of parts are either stable or dropping over the past several months.

Semiconductor capital equipment and device revenues are now forecast to contract this year.

And while researchers disagree whether semis are leading or trailing indicators, most forecasts from the leading economic nations and regions are subdued or tilting down too.

Can via-in-pad be used on a flex or rigid-flex circuit with SMT parts?