> (anyone else remember seeing MLCC lead times hit 100 weeks in 2017-2018?). I did, even Chinese domestic market still has months long passives shortages even

> (anyone else remember seeing MLCC lead times hit 100 weeks in 2017-2018?). I did, even Chinese domestic market still has months long passives shortages even today. > - Finally, there are rumors (that I haven't been able to confirm in a meaningful way) that some large Chinese manufacturers have been stockpiling components in anticipation of further tariffs Actually plain speculations, some times by people very far from semiconductors market, just like with masks, baby formula, apartments, pork, cement, aluminium, stocks etc.