Thanks, I noticed the link given in that thread appears to be quite old, from 2020.
Yeah, I gather it takes quite a while to set up an FTZ. So it is good they got started on it some time ago, but agree the rules have changed and unfortunately are probably still in a state of flux.
In a more recent article it appears there might still be some doubt about the degree of tariff mitigation possible,
I've not yet read the article in full, but that bit seems to be talking about duty drawbacks. These apply when Digikey has bought certain product lines from a local supplier who already imported the goods and paid the duty. When DK then exported some of the items they can (try to) claw back the relevant duties paid, but with the new rules that may not be possible anymore.
The solution to this is presumably for DK to import directly from the COO into their FTZ, but I imagine the local supplier would not like that due to the risk of missing targets and being cut out of future sales commission. It probably has other drawbacks, so they would need to weigh it up against the losing international sales on those lines. I don't know if the US government is also trying to screw around with the FTZ rules, which would presumably just cause more chaos.
I agree that the only answer is shopping around to check pricing. I have been using DK as my primary supplier for a few years now due to discounted pricing and quick shipping. Before that it was element14 and sometimes Mouser, but element14 account managers became less responsive and quotes no longer offered the same bulk discounts - often quoted prices worked out more expensive than general website discounts. Then e14 went and shut down the local Sydney warehouse, so all stock has to come from overseas.
I also regularly check stock and prices at TME in Poland, and while they don't offer free shipping deals, their pricing on some items I previously bought from e14 can easily offset that. I imagine that TME will get more business due to the US tariffs. Same with other non-US disties Ive used, like Chip1Stop in Japan. It seems like the shortages during Covid helped prepare us for alternative sourcing options we may need for the next few years.