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Can confirm. Just bought 10k units of STM32L4R5ZI, shipping to the assembly house. We didn't procure it direclty, but through our ODM, message from our vendor i
by systemvoltage 4y ago
Can confirm. Just bought 10k units of STM32L4R5ZI, shipping to the assembly house. We didn't procure it direclty, but through our ODM, message from our vendor is that there is a huge dump of semiconductors of all shapes and sizes in Asia. Actually, this is a batch that we bought as insurance due to long leadtimes. Now we will have excess inventory of assembled pcbs but xmas is coming and we could churn through inventory. The market is about to collapse and prices are going to plummet sharply in next 3 months.
I suspect many companies have bought insurance and it is about to bite them in the ass with excess inventory.
- hef19898 4y agoThe Bullwhip Effect knows no mercy.
- yuvalr1 4y agoWill this collapse affect the price of popular brands like Mac, Pixel etc?
- mcv 4y agoI would certainly welcome a dramatic price drop. It's ridiculous how expensive some processors have been these past couple of years.
- e-_pusher 4y agoSounds like good news for companies trying to build right now!
- Gibbon1 4y agoWe got an unexpected drop of 20k units of NXP micro's after being cut off completely in September.
- joezydeco 4y agoThat may be true for ST but NXP is still quoting me 60+ weeks for LPC and Kinetis parts. Most of that is targeted to automotive but I don't see a flood of cars coming off the lines either. Where are these parts? STM32 also seems to be counterfeited more than other lines. Kind of glad I don't have to sift through that right now.