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So

Sora

Supply Chain Advisor

Conversation

Cites Enterprise Brain
How exposed are we to the tantalum shortage?
So

Sora

Situation

Tantalum spot is up 18.4% in 30 days driven by DRC export licensing. Our covered inventory runs out in 23 days at current draw.

Impact

  • 1.
    BSK-A14 hearing aid — 67k units at risk — $4.1M revenue, Q1 commit to Sonova
  • 2.
    BSK-M9 medical sensor — 12k units — FDA-validated BOM, no fast substitute
  • 3.
    BSK-C3 industrial controller — Buffered to Mar 14, substitute MLCC already qualified

Recommended actions

Pre-buy 6 weeks of tantalum capacitors via AVX

Locks $1.2M working capital, removes BSK-A14 + BSK-M9 risk through end of Q1.

Open dual-source qualification with Yageo PH

Hand to Agent Studio → 'Supplier qualification' workflow. ~9 day cycle.

SourcesSAP: PO#88421Kinaxis: BSK-A14 BOMReuters commodity indexDRC trade bulletin
Replies cite SAP, MES, Salesforce + web sources