TME Americas CEO Marc Burr-Lonnon joins Supply Chain Connect to unpack the booming electronic component distribution market and what’s driving demand across sectors like military and aerospace, data centers and robotics. Burr-Lonnon explains how AI and advanced analytics are transforming pricing, forecasting and inventory decisions, while warehouse automation and global-local strategies reshape fulfillment. Burr-Lonnon also looks ahead to the next 18 months, weighing geopolitical pressures, extended lead times and why strong supply chain relationships will separate winners from laggards.

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In this episode, Richard Diaz, Vice President of Sales & Services at Newark, breaks down the evolving state of the electronic component distribution market. Diaz explains how the industry is moving from mere visibility to real predictability through AI, advanced analytics and automation in forecasting, pricing and customer engagement. Diaz also explores the impact of geopolitics, tariffs and nearshoring, and points to the end markets driving growth, from AI data centers and edge applications to aerospace, defense and industrial. Hear what differentiates winning distributors today and how agent-to-agent supply chain automation could reshape the future.

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In this episode of Supply Chain Connect, Ian Walsh, CEO of FDH Aero, and Mitch Enright, EVP of Supply Chain at FDH Electronics, break down why electronic component distribution for aerospace and defense is “red hot” and what it takes to keep critical production lines running. They discuss lessons from the last inventory cycle, how AI and automation are reshaping forecasting and operations, and why talent, customer intimacy and adaptability now separate winning distributors from the rest.

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Rochester Electronics’ Executive Vice President Colin Strother joins Supply Chain Connect to unpack why today’s electronic component market feels like a mix of recovery, reset and entirely new paradigm. He shares how inventory whiplash, geopolitical shocks and the rise of AI are reshaping customer expectations and why Rochester is doubling down on human-to-human engagement, global field presence and U.S.-based manufacturing to strengthen both customer experience and supply chain security.

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Avnet Americas Regional President Dayna Badhorn joins Supply Chain Connect to explain why the electronic component distribution market is entering a “new paradigm,” balancing both uneven growth and fresh momentum. Badhorn breaks down how panic ordering, duplicate demand and NCNR policies fueled the latest excess inventory “pancake effect” and what responsible forecasting and true demand visibility should look like today. Badhorn also details how Avnet is building a digital supply chain with APIs, digital quoting tools and an emerging AI roadmap.

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In this episode of Supply Chain Connect, Don Akery, CEO of Waldom Electronics, shares why the electronic component distribution market has shifted from recovery into a robust new upcycle, with double-digit growth across all regions. Akery explains how Waldom’s master distribution model, AI-driven analytics and Green Stock sustainability program turn excess and slow-moving inventory into global availability, faster response times and real environmental impact. Akery also offers his outlook on how AI infrastructure, aerospace/defense and industrial demand will shape the next three-plus years for the industry.

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In this episode of Supply Chain Connect, Dave Doherty, CEO of DigiKey, unpacks the electronic component distribution market’s recovery and the real forces behind today’s supply–demand cycles, including human emotion, scarcity mentality and inventory management behavior. Doherty shares how DigiKey is using AI, automation and a digital marketplace strategy to manage volatility, enhance customer experience and prepare for the next wave of innovation in electronics.

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Mouser Electronics president Jeff Newell joins Supply Chain Connect to unpack the next upcycle in electronic component distribution, from AI-fueled data center demand and “golden screw” memory constraints to shifting lead times and added supplier capacity. He explains how Mouser is investing in AI, warehouse automation and a self-service digital experience while navigating tariffs, geopolitics and rising customer expectations. Listeners will gain a forward-looking view of where the market is headed and what will differentiate winning distributors in an increasingly digital, cyclical landscape.

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