General > General Technical Chat
Bit of a Mouser rant
David_AVD:
I've noticed a few things on Digikey that show good stock in the parametric list, but zero when you go into the actual part page.
tooki:
--- Quote from: julian1 on May 26, 2022, 12:25:50 am ---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.
--- End quote ---
Assuming it’s reasonably current and complete, the number of fabs ever closed is less than 10% the number of the fabs currently in use, and the list of operating fabs shows many fabs changed hands multiple times (sometimes even back to a company that once sold it! 😂). Given that chip demand hasn’t ever really dropped, it makes sense to keep fabs open or upgrade them, since consolidation suggests overcapacity, but I don’t think the mergers have ever actually resulted in overcapacity in the market as a whole.
TimFox:
A general comment on supply and demand in economics:
The basic rule that prices go up when demand exceeds supply and go down when supply exceeds demand was known to farmers in antiquity.
However, the result that farmers' income goes up in times of low supply (e.g., drought), and down in terms of high supply (good weather) became obvious much later.
SilverSolder:
--- Quote from: TimFox on May 26, 2022, 04:02:02 pm ---A general comment on supply and demand in economics:
The basic rule that prices go up when demand exceeds supply and go down when supply exceeds demand was known to farmers in antiquity.
However, the result that farmers' income goes up in times of low supply (e.g., drought), and down in terms of high supply (good weather) became obvious much later.
--- End quote ---
That's how the whole financial industry around commodity futures and options got started... to even these fluctuations out.
Another issue is that the laws of supply and demand assume a free market of buyers and sellers. Unfortunately, in the real world, people generally hate free markets and we can usually find all kinds of both government and private actor manipulation going on if we look under the covers...
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