General > General Technical Chat
What's actually "chip shortage"?
<< < (12/13) > >>
ataradov:

--- Quote from: nardev on August 18, 2021, 04:29:20 pm ---Why are so many popular, not so sophisticated chips to manufacture out of stock?

--- End quote ---
Same reason toilet paper was out of stock. Everyone who uses those chips decided to go and buy 1-2 year worth of demand, just in case. There was not enough free stock available to support that demand. Sophistication of the chip has nothing to do with this.


--- Quote from: nardev on August 18, 2021, 04:29:20 pm ---I don't see any rushing to supplement the "out of stock" parts.

--- End quote ---
Why would there be rushing?  IC vendors would be interested if the lines were down and nothing was being made and money were lost. But the ICs are made, just the ICs that were actually ordered.

You are frustrated, and that frustration translates into some paranoia.
nardev:

--- Quote from: ataradov on August 18, 2021, 04:38:06 pm ---
--- Quote from: nardev on August 18, 2021, 04:29:20 pm ---Why are so many popular, not so sophisticated chips to manufacture out of stock?

--- End quote ---
Same reason toilet paper was out of stock. Everyone who uses those chips decided to go and buy 1-2 year worth of demand, just in case. There was not enough free stock available to support that demand. Sophistication of the chip has nothing to do with this.


--- Quote from: nardev on August 18, 2021, 04:29:20 pm ---I don't see any rushing to supplement the "out of stock" parts.

--- End quote ---
Why would there be rushing?  IC vendors would be interested if the lines were down and nothing was being made and money were lost. But the ICs are made, just the ICs that were actually ordered.

--- End quote ---

I wrote that 2. reply and you posted another in the meantime.


--- Quote from: nardev on August 18, 2021, 04:29:20 pm ---You are frustrated, and that frustration translates into some paranoia.

--- End quote ---

Also, there was no reason for an insulting addition. I was expressing my opinion about some global things, you gave some pretty logical and i believe, probably true explanations. Differing in opinion doesn't need to end like this.

I'm completely ok with the circumstances, i don't bite my nails because of this. I have plenty other things to do in my life. I'm here to discuss, ask, express my opinion.
coppice:

--- Quote from: nardev on August 18, 2021, 04:14:27 pm ---
--- Quote from: coppice on August 17, 2021, 04:42:33 pm ---
--- Quote from: nardev on August 17, 2021, 03:17:22 pm ---Well, to me this all looks more than obvious now that it's an artificially generated crisis. Until now, everything should have been stabilized IF they wanted.

btw. here is the strategy of EU, pretty fresh document https://www.bruegel.org/wp-content/uploads/2021/07/PC-2021-17-semiconductors-.pdf

--- End quote ---
So you think its quick and easy to add fabs that cost billions each, and require teams of highly skilled people? You also think people will be delighted to spend those billions when every large surge in demand is followed by a bad slump, long before any new capacity has been amortised?

--- End quote ---

At the moment, i'm pretty frustrated because i can't find LAN8742/LAN8740 chips. And they are in plans for ~75 weeks. So popular, so simple and doesn't require sophisticated procedures for manufacturing.

To me it's not obvious why such chips are not available. I can't understand that.

--- End quote ---
The chip is largely irrelevant. Its the processes that matters. If you can't get the part you want for a long long time, it probably means someone else has a part using the same process, but with a better profit margin. They can bid more for the wafer capacity both they and your vendor need. Occasionally its a limitation in packaging capacity, but that's usually just for very specialised packages. If you need a ceramic package, so many are made by Kyocera they can be a horrible bottleneck, even when you chose a device with multiple sources. :) Its usually wafer capacity limits, though.
nardev:
I'm very glad for all the replies. This community is amazing.
EPAIII:
I think one thing that is not being realized here is that an IC for a Ford automobile is not a generic part like a 74xxx or a 40xxx. It is a custom design for Ford and even if the fabrication facility was to make and store extra ones for future use, they could not sell them to anyone except Ford. This is called a proprietary part and it can not be sold on the open market. It would be illegal to sell it to GM or Volkswagen or any other auto company or any other company of any type. They could not even sell them to individuals.

So if Ford does not order that IC, then it can not be sold. And the fabrication facility has only one way of knowing how many Ford will use. That is called an ORDER. And it is up to Ford to order them in a timely manner. If Ford guesses wrong, then Ford has to wait.

I think the COVID thing upset the thinking at many levels in many companies and the net result is the economy is now upset. Things will settle down, but it will take time.
Navigation
Message Index
Next page
Previous page
There was an error while thanking
Thanking...

Go to full version
Powered by SMFPacks Advanced Attachments Uploader Mod