Do Electronics Supply Chains Hide a $25 Billion Opportunity?

Zachariah Peterson
|  Created: November 19, 2025  |  Updated: January 18, 2026
Do Electronics Supply Chains Hide a $25 Billion Opportunity?

Dive into the hidden world of electronic component trading with Margaret Upshur, CEO of Mobius Materials. Discover how a $25 billion gray market is transforming the way supply chain managers approach semiconductor and component procurement. This eye-opening interview reveals the innovative marketplace that's bringing liquidity and flexibility to an industry plagued by rigid purchasing models.

Learn how supply chain professionals are becoming traders, navigating price fluctuations, and finding new strategies to manage electronic component inventories. From understanding the challenges of traditional purchase orders to exploring a new approach to component trading, this conversation offers unique insights into the future of electronics supply chains.

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About Author

About Author

Zachariah Peterson has an extensive technical background in academia and industry. He currently provides research, design, and marketing services to companies in the electronics industry. Prior to working in the PCB industry, he taught at Portland State University and conducted research on random laser theory, materials, and stability. His background in scientific research spans topics in nanoparticle lasers, electronic and optoelectronic semiconductor devices, environmental sensors, and stochastics. His work has been published in over a dozen peer-reviewed journals and conference proceedings, and he has written 2500+ technical articles on PCB design for a number of companies. He is a member of IEEE Photonics Society, IEEE Electronics Packaging Society, American Physical Society, and the Printed Circuit Engineering Association (PCEA). He previously served as a voting member on the INCITS Quantum Computing Technical Advisory Committee working on technical standards for quantum electronics, and he currently serves on the IEEE P3186 Working Group focused on Port Interface Representing Photonic Signals Using SPICE-class Circuit Simulators.

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