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Component Supply Shortages - Brymen Statement

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JBeale:
FWIW a device I was interested in (Raspberry Pi Pico) was recently stated to be held up mostly by availability of packaging, not the actual semiconductor die. Apparently packaging is a separate industry from fab and while not as capital-intensive it is also more labor intensive. Not sure why that should be, but allegedly that's the way it currently is.

The articles I read about automotive were that the car places just cancelled orders completely, and did not accurately predict the return of demand even if it's not to pre-pandemic levels.  The activity of speculators in the market, and the lean-manufacturing, no-stock strategies magnify any small supply-demand problem into a much larger one.

A friend of mine wanted an only slightly unusual mechanical bicycle part. Normally in stock; but was told now out, and backorder lead time is now over one year (!)

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