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Resilience of semiconductor supply chains
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floobydust:
New NXP supply contracts - they've tripled the MCU prices and added protective clauses  :wtf:
NXP will not honour existing supply contracts, even those signed well before the pandemic. They knew the semi's had to be made and failed to manage that.
Ford, GM, Bosch, Continental - I could see them litigating NXP into oblivion. Now you have to play favorites with the limited supply out there.
It just seems like a mafia move because how does jacking up prices do anything within a true shortage?

I've read it's 5 years to build a new fab, from the financing to when product rolls out the doors. Biden's intentions are great but 2026 is long ways away.
wasyoungonce:
Continuing

Anyone seen any NXP LPC2388FBD144 ICs?   I need some just a few (5-10) but bugger me no one appears to have any.  Or give lead time of a year or want you to buy a tray.  Im just too small time for that

If anyone has seen any in the wild?

many thanks

station240:
Already been legal action taken against NXP (it didn't work).

https://www.detroitnews.com/story/business/autos/chrysler/2021/04/16/judge-denies-injunction-nxp-semiconductor-manufacturer-puts-jeep-grand-cherokee-production-jeopardy/7250809002/


--- Quote ---NXP's chips are used in control boards that operate the interior plastics JVIS makes with buttons and nobs that control a vehicle's HVAC system, radio and other functions. The Texas freeze in February, the chipmaker said, cost NXP five weeks of production, and it lost or delayed 700,000 chips.

"While it might theoretically cure a work stoppage for JVIS, it will result in work stoppages potentially for others," Davis said of an injunction during a hearing on the case. "While JVIS says that these semiconductors have been diverted to others, essentially what it is asking since we know that there is a scarcity of these items that two the extent there are some available to others, JVIS says, 'No, give them to me.' Those companies undoubtedly need them just as much as JVIS does."
--- End quote ---

It's a fine mess, but from what floobydust has said above, NXP have clearly decided the way to decide who misses out is by jacking up the prices.
coppice:

--- Quote from: profdc9 on March 11, 2021, 04:14:28 am ---
--- Quote ---The 38 microcontrollers in an Audi Q7 come from eight companies, highlighting the complexity of auto supply chains, according to research firm IHS Markit.

--- End quote ---

--- End quote ---
I think that must be 38 models of MCU. In a car as complex as a Q7 there should be a lot more MCUs than that. Even low end cars generally have more than 38 MCUs.
tom66:

--- Quote from: floobydust on March 20, 2021, 07:21:23 pm ---New NXP supply contracts - they've tripled the MCU prices and added protective clauses  :wtf:
NXP will not honour existing supply contracts, even those signed well before the pandemic. They knew the semi's had to be made and failed to manage that.
Ford, GM, Bosch, Continental - I could see them litigating NXP into oblivion. Now you have to play favorites with the limited supply out there.
It just seems like a mafia move because how does jacking up prices do anything within a true shortage?

--- End quote ---

IMO, I'd rather be able to buy parts at a higher price, than to not buy them at all.  Isn't that just economic supply and demand?  We've had prototypes scuppered by the literal inability to buy a part anywhere:  if it had to be $25 a part instead of $10, well, at least we can budget for that. We cannot budget for 52 weeks lead time.

The alternative is you either wait for parts on long backorders at list price, or you go to the grey market and buy there at inflated price with no guarantee of quality or authenticity.

NXP is not alone in this. We were offered the privilege of paying Xilinx $5k USD to advance an order of Zynq FPGAs,  and even then they would only guarantee delivery by March '22, barely better than Digi-Key's quote.
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