General > General Technical Chat

Bit of a Mouser rant

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TimFox:
In the olden days, some parts such as wirewound resistors, wound capacitors, or even vacuum tubes required only mechanical tooling for fabrication (plus vacuum pumps).

SilverSolder:

--- Quote from: TimFox on May 22, 2022, 10:35:09 pm ---In the olden days, some parts such as wirewound resistors, wound capacitors, or even vacuum tubes required only mechanical tooling for fabrication (plus vacuum pumps).

--- End quote ---

It's good that we have a fallback position, lol!  :D

Someone:

--- Quote from: SilverSolder on May 22, 2022, 10:32:14 pm ---
--- Quote from: Kjelt on May 22, 2022, 04:41:22 pm ---
--- Quote from: SilverSolder on May 22, 2022, 10:29:20 am ---after all, jellybean electronic components are not exactly rocket science to manufacture...

--- End quote ---
Nothing to do with rocketscience everything to do with owning your own fabs or be in line for some fab to produce your dies. Waiting time at this moment three+ years.

--- End quote ---
So....  how did they do this in the olden days?  -  to make the simpler parts, is there room for someone to be creative?
--- End quote ---
Many more companies owned and operated small fabs. But even that wont help you as its not the primary constraint.

Shortage right now, wafers ready to process:
https://www.bloomberg.com/news/articles/2022-02-09/key-supplier-of-wafers-for-chips-says-it-s-sold-out-through-2026

--- Quote from: SUMCO Brief Statement on Consolidated Financial Results for Q1 FY2022 ---the market for 300 mm semiconductor silicon wafers saw demand for both logic and memory applications greatly exceed supply
--- End quote ---

--- Quote from: SUMCO Brief Statement on Consolidated Financial Results for Q1 FY2022 ---In the market for wafers of 200 mm or smaller, as well, supply and demand remained tight
--- End quote ---

Consolidation of the supply chains with fewer competitors and high utilization (keeps shareholders happy) made for a fragile market.

SilverSolder:

--- Quote from: Someone on May 25, 2022, 01:48:23 am ---
--- Quote from: SilverSolder on May 22, 2022, 10:32:14 pm ---
--- Quote from: Kjelt on May 22, 2022, 04:41:22 pm ---
--- Quote from: SilverSolder on May 22, 2022, 10:29:20 am ---after all, jellybean electronic components are not exactly rocket science to manufacture...

--- End quote ---
Nothing to do with rocketscience everything to do with owning your own fabs or be in line for some fab to produce your dies. Waiting time at this moment three+ years.

--- End quote ---
So....  how did they do this in the olden days?  -  to make the simpler parts, is there room for someone to be creative?
--- End quote ---
Many more companies owned and operated small fabs. But even that wont help you as its not the primary constraint.

Shortage right now, wafers ready to process:
https://www.bloomberg.com/news/articles/2022-02-09/key-supplier-of-wafers-for-chips-says-it-s-sold-out-through-2026

--- Quote from: SUMCO Brief Statement on Consolidated Financial Results for Q1 FY2022 ---the market for 300 mm semiconductor silicon wafers saw demand for both logic and memory applications greatly exceed supply
--- End quote ---

--- Quote from: SUMCO Brief Statement on Consolidated Financial Results for Q1 FY2022 ---In the market for wafers of 200 mm or smaller, as well, supply and demand remained tight
--- End quote ---

Consolidation of the supply chains with fewer competitors and high utilization (keeps shareholders happy) made for a fragile market.

--- End quote ---


It sounds a lot like the baby formula scandal in the US, where it turns out there is a massive dependency on a single manufacturing site....   a situation brought about by lax anti-trust enforcement, among other failings.

julian1:
Ignoring the demand side for a moment. Did companies like AD shut down fabs to consolidate resources when they acquired LT, and Maxim?

I found this list of semiconductor sites, but it's not clear how up to date it is.

https://en.wikipedia.org/wiki/List_of_semiconductor_fabrication_plants

One would think that industry/finanical analysts would know what gets made where, and using what processes, in order to provide  company valuations which are public record.


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