The 2025 yttrium crisis sent prices soaring over 1,500% in under a year — and most engineers and procurement teams never saw it coming. In this video, we break down exactly how China's April 2025 rare earth export controls triggered a supply shock that rippled through MLCCs, LEDs, semiconductor manufacturing, and dozens of other components hiding quietly in your bill of materials.
If yttrium isn't a line item on your BOM, that's precisely the problem. This video explains how invisible upstream dependencies create systemic supply chain risk, why switching manufacturers won't save you when the chokepoint is geological, and what the teams that weathered the crisis actually did differently — including how to use Octopart to map your exposure and spot the warning signs before prices move.
⚙️ Resources from this Episode:
- Primary Source: https://octopart.com/pulse/p/yttrium-shock-boms
- All Sources: https://tinyurl.com/8yz94s7r
- Video on MLCCs: https://youtube.com/shorts/WdzQC0hQjiY?feature=share
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#SupplyChain #RareEarths #ElectronicsEngineering
0:00 Intro
1:09 Geopolitics Impact Yttrium
2:25 China's Rare Earth Dominance
3:07 Yttrium in Your Components
5:04 Future Supply Chain Strategy
6:33 Engineering Problem Impact
7:37 Cost Impact at Scale
09:13 Systemic Rare Earth Issues
10:42 Supply Chain Best Practices
12:15 Rare Earth Risk Category ️
12:57 Conclusion and Resources