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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 Shenz
by 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 agoI 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 agoSo 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.