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We don't notice any easing in the embedded devices industry. In fact, things are as bad as they ever were right now.

by Kenji 4y ago

pdc56 4y ago
I'm sure a complete coincidence, but last week I got chips I've been after for over a year (USB 3.2 hub IC)
waiseristy 4y ago
No easing here either (IoT), but things are at least not getting worse
contingencies 4y ago
We design embedded too and I'm with you. My good friend and associate is one of the world's foremost aftermarket component traders. European, but based in Shenzhen. Same industry for 30 years. Clients include everyone who's anyone. When he stops telling me about record monthly profits after drinking, I'll believe it's over. Until then, no. FWIW, the beer-brag-barometer-index (BBBI) has been tracking solidly upward since 2019 with little exception.
- antoniuschan99 4y ago
  I don’t know if it happened for sure but I’ve been waiting for this component for a few weeks and it finally showed up on Texas Instruments website with 300,000 in stock. A day later it was out of stock. I then checked out Octopart and findchips and looked at the 3rd party resellers and I’m guessing they might have gobbled it up as I’ve read in other threads (the 3rd party resellers on Octopart showed like 10-40k in stock for that component)
  - the_biot 4y ago
    So the implication is that some resellers buy up gigantic amounts of components, to take advantage of the massive markups on them that people are prepared to pay right now. Course, if the price/supply on them drops to normal levels they're looking at an instant disaster, and will have to offload them at severe markdowns. Starting to understand why they say the IC market is cyclical, with wild swings between oversupply and undersupply.
ericbarrett 4y ago
Not sure the size/volume of your endeavor but it's possible the car manufacturers are leading indicators, given their size—it was a rude shock to them post-COVID that they had lost their place in line, but they're still big enough to muscle back to the front.
11thEarlOfMar 4y ago
Same. Still seeing Xilinx FPGAs only available from brokers for $800. Lead time on the same chip >16 months.
guerrilla 4y ago
You think it could just be because there's so many orders ahead of you but that the supply stream actually exists now but didn't before?

We don't notice any easing in the embedded devices industry. In fact, things are as bad as they ever were right now.

by Kenji 4y ago

We don't notice any easing in the embedded devices industry. In fact, things are as bad as they ever were right now.

pdc56 4y ago

I'm sure a complete coincidence, but last week I got chips I've been after for over a year (USB 3.2 hub IC)

waiseristy 4y ago

No easing here either (IoT), but things are at least not getting worse

contingencies 4y ago

We design embedded too and I'm with you. My good friend and associate is one of the world's foremost aftermarket component traders. European, but based in Shenzhen. Same industry for 30 years. Clients include everyone who's anyone. When he stops telling me about record monthly profits after drinking, I'll believe it's over. Until then, no. FWIW, the beer-brag-barometer-index (BBBI) has been tracking solidly upward since 2019 with little exception.

antoniuschan99 4y ago
I don’t know if it happened for sure but I’ve been waiting for this component for a few weeks and it finally showed up on Texas Instruments website with 300,000 in stock. A day later it was out of stock. I then checked out Octopart and findchips and looked at the 3rd party resellers and I’m guessing they might have gobbled it up as I’ve read in other threads (the 3rd party resellers on Octopart showed like 10-40k in stock for that component)
- the_biot 4y ago
  So the implication is that some resellers buy up gigantic amounts of components, to take advantage of the massive markups on them that people are prepared to pay right now. Course, if the price/supply on them drops to normal levels they're looking at an instant disaster, and will have to offload them at severe markdowns. Starting to understand why they say the IC market is cyclical, with wild swings between oversupply and undersupply.

ericbarrett 4y ago

Not sure the size/volume of your endeavor but it's possible the car manufacturers are leading indicators, given their size—it was a rude shock to them post-COVID that they had lost their place in line, but they're still big enough to muscle back to the front.

11thEarlOfMar 4y ago

Same. Still seeing Xilinx FPGAs only available from brokers for $800. Lead time on the same chip >16 months.

guerrilla 4y ago

You think it could just be because there's so many orders ahead of you but that the supply stream actually exists now but didn't before?