How is Chipageddon affecting you?

[Messtechniker]

There is a possibility that "December 2023" is only a place holder date.
Seen such before.

[Dankoozy]

How come Chinese suppliers don't run out of components? Is the CCP subsidising them or threatening to kick them out if they don't get all the chips first?

[AndyC_772]

Either:

a) They don't actually have the chips at all, and are flat out lying, or
b) they do have them, but the price they're trying to charge is so outrageously eye-watering that nobody buys them.

Try asking for a quote for the specific item you're after, you'll soon find out which is the case.

[Mangozac]

There is a possibility that "December 2023" is only a place holder date.
Seen such before.

I don't know which option is more disturbing 

[JPortici]

a) They don't actually have the chips at all, and are flat out lying, or

nooooooo why would anyone lie on the internet?

[Karel]

a) They don't actually have the chips at all, and are flat out lying, or

nooooooo why would anyone lie on the internet?

nooooooo why would anyone lie?

[fourfathom]

How come Chinese suppliers don't run out of components? Is the CCP subsidising them or threatening to kick them out if they don't get all the chips first?

Either:

a) They don't actually have the chips at all, and are flat out lying, or
b) they do have them, but the price they're trying to charge is so outrageously eye-watering that nobody buys them.

Try asking for a quote for the specific item you're after, you'll soon find out which is the case.

FWIW I recently tried to buy some high-speed comparators and fast glue-logic chips from DigiKey and Mouser -- no stock.  I went to LCSC and got them cheaper (using the slow delivery option).  Of course I ended up buying other parts so the shipping cost didn't totally dominate the order. 

So: in stock, and not outrageously priced.

[tom66]

LCSC stock is probably genuine but I have my doubts about many of the distributors on Octopart - I think the amounts are just plausible ones to generate enquiries.

[fourfathom]

LCSC stock is probably genuine but I have my doubts about many of the distributors on Octopart - I think the amounts are just plausible ones to generate enquiries.

I've been happy with the LCSC parts.  Most of the semiconductors I get from them aren't ones in hot demand so are unlikely to be pulls / re-marked / sweepings / etc.  They look like actual OEM parts, and they function as expected.

[IDEngineer]

I have my doubts about many of the distributors on Octopart - I think the amounts are just plausible ones to generate enquiries.

As I've mentioned, many times when I search OctoPart or FindChips I see several "brokers" listing the exact same oddball quantity of a given part. For example, they will have 323 pieces of a certain connector. That's not a standard boxed quantity, AFAIK there's nothing special about such a number.

Possibilities:

* There's just ONE broker listing their stock under multiple company names

* One actually has stock and the others are running a script that copies that number, figuring if they get the order they'll buy it from the first broker

[Mangozac]

* One actually has stock and the others are running a script that copies that number, figuring if they get the order they'll buy it from the first broker

Without implying whether it's good or bad, that's a pretty standard Chinese entrepreneurial approach.

[IDEngineer]

Today's speculation: https://www.reuters.com/technology/global-manufacturers-see-chip-shortage-easing-2022-07-21/

[Mangozac]

Today's speculation: https://www.reuters.com/technology/global-manufacturers-see-chip-shortage-easing-2022-07-21/

That must be where all of the allocation from us smaller companies are going, as the situation seems to be worsening again for us

[VK3DRB]

On TI's website, a fairly new design chip had 13K pcs. Two days later later there were 31K of them. Maybe there was a cancelled order somewhere - if so, we might be seeing more this if recession starts to hit.

TI charges only $0.44 cents per chip for singles .
One scumbag broker calling themselves Win Source has them at $50.57 each .

That is one good thing about TI, when they do have chips they are the cheapest around. No greedy middlemen who provide no value add at all.

[tom66]

I've said it before but I do think some of the 'scalping' companies (even if I think they are a necessity) are going to be 'bag-holders' sooner or later.  The supply is starting to come back for many parts, shortages are clearly easing.

[PlainName]

If they've made a killing so far, what do they care that they hold parts which still have value, other than stashing them somewhere? They can either sell them at no loss, or a small loss, or just keep them for the next shortage.

[tom66]

There's still the opportunity cost and risk of tying that money in parts, plus the cost of warehousing and possibly borrowing money to buy parts.

But, like all investments, it carries risk   

[SiliconWizard]

LOL: https://www.aliexpress.com/item/1005004207576314.html

[tom66]

Last I heard with the Spartan 6 (45nm) was that Xilinx were requalifying it for a TSMC process.  The current process is Samsung in origin, but Apple just outbid everyone else for capacity at Samsung's fabs, and Samsung are also supplying a lot of automotive stuff at the larger processes (typically not on the bleeding edge).  The 7 series (Zynq, Artix-7, etc.) is TSMC 28nm, and whilst it's not exactly in vast supply, you can get parts easily enough.

I am so glad we do not have any 6 series devices in our products, really dodged a bullet there.

[KE5FX]

The 7 series (Zynq, Artix-7, etc.) is TSMC 28nm, and whilst it's not exactly in vast supply, you can get parts easily enough.

For definitions of "easily enough" that include:

[MT]

And now, bank runs in China, met with tanks!

[Kasper]

Today's speculation: https://www.reuters.com/technology/global-manufacturers-see-chip-shortage-easing-2022-07-21/

said he expected a slowdown in inflation, with commodities prices going down and interest rate hikes by central banks taking effect.

Canada's central bank just raised interest rate 100 points.  Going up quickly: from 0.25% to 2.5% in half a year.

It has impacted housing.  Prices peaked this spring.  Bidding wars have moved from the home purchase market to the rental market which may not have peaked yet.

I'm guessing demand for consumer electronics will be slowing down as well, if it hasn't already.

[tom66]

For definitions of "easily enough" that include:

We're buying grey market at $100 a chip, normally $60 for Zynq 7010.  But that's 500 at a time via negotiated broker channels.

[EEEnthusiast]

And now, bank runs in China, met with tanks!

Tanks to protect Banks. That's some rhyming.
Only if they had bought some micro chips instead of parking money in the banks..

[pryanbeng]

How come Chinese suppliers don't run out of components? Is the CCP subsidising them or threatening to kick them out if they don't get all the chips first?

None of the chinese companies are official suppliers they are resellers selling the component for a huge markup. I had to order from them in a pinch last year.  I had some intel, from a trusted component sourcer we work with, that in some cases many of the companies are all pulling from the same reel and same broker.