Demand Outstripping Supply...

[Ricky]

So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

--

Rick C.

- Get 1,000 miles of free Supercharging
- Tesla referral code - https://ts.la/richard11209

 

[Dimiter_Popoff]

On 8/15/2022 23:58, Ricky wrote:

So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

My conspiracy theory about that is that the shortage was created
artificially because of the war (and the anticipation of it).
There is no other way to stop the Russians buy parts for their
drones etc. Once Putin is dealt with things will get back to normal
pretty quickly.
Don\'t ask me to provide evidence, no good conspiracy theory ever
does that .

 

[Martin Brown]

On 15/08/2022 21:58, Ricky wrote:

So, the semiconductor shortage seems to have started as an outcome of
a change in buying habits of the public, in response to the pandemic.
But why has it continued for so long?

Because a modest shortage of parts means that the manufacturers can make
more money by doing less work. The most obvious one was automotive chips
where car buying fell off a cliff during the pandemic and chips for that
virtually stopped whereas big HD+ smart TV sales online rocketed.

Not surprisingly they diverted manufacture towards the things that were
still selling at premium prices and haven\'t been inclined to shift away
from the chips which bring the most income.

Some common bread and butter chips aren\'t getting much of a look in.

Periodic full lockdowns of key Chinese ports and shipping containers all
out of position haven\'t helped either and now all of the sabre rattling
around Taiwan in addition to the Ukrainian invasion by Russia.

Modern semiconductor packaging could become problematic if there was a
nuclear detonation since it would release a lot of alpha emitters.

I get that many economic systems are under damped and respond to an
impulse by ringing, but that doesn\'t seem to be the case here. We
are 2.5 years into the pandemic; certainly buying habits have long
since stabilized; yet production of many products containing
semiconductors is still falling short of demand.

I\'m not sure that buying habits have stabilised yet. The recent near
quadrupling of the gas price in Europe has pretty much destroyed the
disposable income of a large fraction of the population here. If I was a
chip maker I would be very wary of scaling up again at the moment.

Was there somehow a step increase in demand as a result of the
pandemic? Is the industry truly unable to respond and increase
production of various components? Why does no one seem to have any
idea of how long this will last or how to deal with it?

Demand switched back on again rather suddenly as unlocking of the major
economies occurred. One side effect was that you couldn\'t get certain
key automotive spares for love nor money - all available chip production
went into new build vehicles where the volumes are higher!

Safety systems like airbags were particularly difficult to obtain.

--
Regards,
Martin Brown

 

[Johann Klammer]

On 08/15/2022 11:08 PM, Dimiter_Popoff wrote:

My conspiracy theory about that is that the shortage was created
artificially because of the war (and the anticipation of it).
There is no other way to stop the Russians buy parts for their
drones etc. Once Putin is dealt with things will get back to normal
pretty quickly.
Don\'t ask me to provide evidence, no good conspiracy theory ever
does that .

+1

 

[server]

On Tue, 16 Aug 2022 00:08:33 +0300, Dimiter_Popoff <dp@tgi-sci.com>
wrote:

On 8/15/2022 23:58, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?


My conspiracy theory about that is that the shortage was created
artificially because of the war (and the anticipation of it).
There is no other way to stop the Russians buy parts for their
drones etc. Once Putin is dealt with things will get back to normal
pretty quickly.
Don\'t ask me to provide evidence, no good conspiracy theory ever
does that .

The semi industry is prone to this sort of crisis; it has happened
before.

Rumor of shortage.

Everybody orders extra safety stock; we\'ll use it eventually

Brokers see the trend and buy on speculation.

Loop on that.


Semiconductors are small and easy to store, unlike toilet paper, and
don\'t spoil, unlike tomatoes, so are ideal panic drivers.

 

[amdx]

On 8/15/2022 3:58 PM, Ricky wrote:

So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
                                   Mikek

 

[Ricky]

On Tuesday, August 16, 2022 at 4:11:17 AM UTC-4, Martin Brown wrote:

On 15/08/2022 21:58, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of
a change in buying habits of the public, in response to the pandemic.
But why has it continued for so long?
Because a modest shortage of parts means that the manufacturers can make
more money by doing less work. The most obvious one was automotive chips
where car buying fell off a cliff during the pandemic and chips for that
virtually stopped whereas big HD+ smart TV sales online rocketed.

I have not seen any sign of prices having ramped, other than through brokers. The lead times have simply strung out.

Not surprisingly they diverted manufacture towards the things that were
still selling at premium prices and haven\'t been inclined to shift away
from the chips which bring the most income.

The fallacy in that is the thinking that there remains some sort of shortage of capacity. If there is no shortage of production capacity, they would have to leave facilities idle to continue a shortage.

Some common bread and butter chips aren\'t getting much of a look in.

Periodic full lockdowns of key Chinese ports and shipping containers all
out of position haven\'t helped either and now all of the sabre rattling
around Taiwan in addition to the Ukrainian invasion by Russia.

Modern semiconductor packaging could become problematic if there was a
nuclear detonation since it would release a lot of alpha emitters.

I get that many economic systems are under damped and respond to an
impulse by ringing, but that doesn\'t seem to be the case here. We
are 2.5 years into the pandemic; certainly buying habits have long
since stabilized; yet production of many products containing
semiconductors is still falling short of demand.
I\'m not sure that buying habits have stabilised yet. The recent near
quadrupling of the gas price in Europe has pretty much destroyed the
disposable income of a large fraction of the population here. If I was a
chip maker I would be very wary of scaling up again at the moment.

If a loss of demand were a significant impact the shortage would already be over.

Was there somehow a step increase in demand as a result of the
pandemic? Is the industry truly unable to respond and increase
production of various components? Why does no one seem to have any
idea of how long this will last or how to deal with it?
Demand switched back on again rather suddenly as unlocking of the major
economies occurred. One side effect was that you couldn\'t get certain
key automotive spares for love nor money - all available chip production
went into new build vehicles where the volumes are higher!

Safety systems like airbags were particularly difficult to obtain.

Thanks anyway,

--

Rick C.

+ Get 1,000 miles of free Supercharging
+ Tesla referral code - https://ts.la/richard11209

 

[Ricky]

On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:

On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!

Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

--

Rick C.

-- Get 1,000 miles of free Supercharging
-- Tesla referral code - https://ts.la/richard11209

 

[Sjouke Burry]

On 17.08.22 2:52, Ricky wrote:

On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!

Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

Wellll... They were quite able to dump production elsewhere.
And demolish US production capacity and knowledge about it.

O yes, lets leave that to china an Taiwan.

Result: USA cannot produce its needed chips .

And now blame the rest of the world for the consequentialities.

 

[amdx]

On 8/16/2022 7:52 PM, Ricky wrote:

On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

 My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
  Re: the chip problem, it is so short sighted to allow all our
critical chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).
                                       Mikek

 

[Ricky]

On Wednesday, August 17, 2022 at 7:20:30 AM UTC-4, amdx wrote:

On 8/16/2022 7:52 PM, Ricky wrote:
On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our
critical chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).

How would you require international companies to build chips in the US?

--

Rick C.

-+ Get 1,000 miles of free Supercharging
-+ Tesla referral code - https://ts.la/richard11209

 

[rbowman]

On 08/17/2022 05:20 AM, amdx wrote:

My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our critical
chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).

It \'encouraged\' domestic investment with a large carrot and a very small
stick. While their tech has been lagging behind TSMC\'s kudo for Intel
for investing in fab lines in the US as well as Ireland and I believe,
Germany. TSMC is very capable but it\'s also 150 miles from a large
entity the US has been doing its best to piss off.

Economies of scale lead to concentration. Even in the US you find
material being trucked 2500 miles because it\'s cheaper. Or it was with
low fuel prices and Federally subsidized transportation networks.

 

[Don Y]

On 8/17/2022 7:12 AM, rbowman wrote:

On 08/17/2022 05:20 AM, amdx wrote:
My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our critical
chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).

It \'encouraged\' domestic investment with a large carrot and a very small stick.
While their tech has been lagging behind TSMC\'s kudo for Intel for investing in
fab lines in the US as well as Ireland and I believe, Germany. TSMC is very
capable but it\'s also 150 miles from a large entity the US has been doing its
best to piss off.

Economies of scale lead to concentration. Even in the US you find material
being trucked 2500 miles because it\'s cheaper. Or it was with low fuel prices
and Federally subsidized transportation networks.

The problem with \"incentives\" is they are transitory. When the bean counters
decide they can eek no more from a particular program, they look for other
alternatives to trim costs. The cost of \"staffing\" hasn\'t been seen as a
deterrent in most of these decisions -- dangle enough money in front of someone
and, the thought is, you can coerce them to moving to wherever your need
exists.

That may start to change as the political climate in the US worsens; folks
might simply not want to live in certain places! This reduces the pool of
candidates (ultimately, to those who can\'t compete elsewhere).

Ages ago (70\'s), one of the *essential* criteria for a design-in was the
availability of second sources. Particularly for high-value items (like
processors). That\'s one reason you\'d see folks like Motogorilla lining
up 7 or 8 alternate vendors for their m68K line when introduced. (and
why you saw other processor families wither on the vine).

Nowadays, this isn\'t quite as clear cut. \"Drop in\" replacements aren\'t
available. But, with careful planning, one can design in a product
from vendor A and switch to vendor B (at some retooling cost) in a
modest amount of time -- esp with ARM devices (think very carefully
about which features of a particular device you RELY upon!)

This recent SNAFU may reinstill that need for alternatives -- esp in
the big customers (which can have a driving effect on the rest of
the industry -- \"if we don\'t have a reasonable alternative available,
OUR devices aren\'t going to win BIG designs!\")

 

[amdx]

On 8/17/2022 7:24 AM, Ricky wrote:

On Wednesday, August 17, 2022 at 7:20:30 AM UTC-4, amdx wrote:
On 8/16/2022 7:52 PM, Ricky wrote:
On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our
critical chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).
How would you require international companies to build chips in the US?

I don\'t what company builds them they need to built here so they can\'t
be cut off by
war, political events, supply ship quarantine.
  Let me ask you, is it good that our National Security that our chips
are manufactured overseas?
Excluding economics, is good that our commercial chips are manufactured
overseas?
                            Mikek

 

[Don Y]

On 8/17/2022 9:53 AM, amdx wrote:

On 8/17/2022 7:24 AM, Ricky wrote:
On Wednesday, August 17, 2022 at 7:20:30 AM UTC-4, amdx wrote:
On 8/16/2022 7:52 PM, Ricky wrote:
On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a
change in buying habits of the public, in response to the pandemic. But
why has it continued for so long?

I get that many economic systems are under damped and respond to an
impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5
years into the pandemic; certainly buying habits have long since
stabilized; yet production of many products containing semiconductors is
still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic?
Is the industry truly unable to respond and increase production of
various components? Why does no one seem to have any idea of how long
this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
Why do people think the President or even Congress can solve every problem?
Perhaps you are not aware that the US government only makes laws for the
US? The semiconductor shortage is a world wide problem with much of the
supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our
critical chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).
How would you require international companies to build chips in the US?

I don\'t what company builds them they need to built here so they can\'t be cut
off by
war, political events, supply ship quarantine.
Let me ask you, is it good that our National Security that our chips are
manufactured overseas?
Excluding economics, is good that our commercial chips are manufactured overseas?

“Potato chips, computer chips, what’s the difference? A hundred dollars of one
or a hundred dollars of the other is still a hundred dollars.”

Yes, Mr Boskin (chairman of White House Council of Economic Advisors under
Bush), that\'s absolutely true. Except you can\'t put a potato in a missile and
expect it to find its way to a target!

You can\'t even MAKE potato chips without computer chips! (oops!)

 

[Ricky]

On Wednesday, August 17, 2022 at 12:54:10 PM UTC-4, amdx wrote:

On 8/17/2022 7:24 AM, Ricky wrote:
On Wednesday, August 17, 2022 at 7:20:30 AM UTC-4, amdx wrote:
On 8/16/2022 7:52 PM, Ricky wrote:
On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our
critical chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).
How would you require international companies to build chips in the US?

I don\'t what company builds them they need to built here so they can\'t
be cut off by
war, political events, supply ship quarantine.
Let me ask you, is it good that our National Security that our chips
are manufactured overseas?

*Our chips*??? What makes them \"our chips\"? Someone makes them overseas. We don\'t have to buy them.

Excluding economics, is good that our commercial chips are manufactured
overseas?

You keep talking as if we own chips. No one is stopping you from building chips in the US. \"Build them and they will come.\"

How about this idea? Let\'s stay the hell out of wars, ok?

--

Rick C.

+- Get 1,000 miles of free Supercharging
+- Tesla referral code - https://ts.la/richard11209

 

[whit3rd]

On Wednesday, August 17, 2022 at 7:43:57 PM UTC-7, Ricky wrote:

> How about this idea? Let\'s stay the hell out of wars, ok?

It\'s an idea with a bad side effect. Announcing (and implementing) non-preparedness
for war does not stop a war from happening. Japan, post-WWII, got it to work for a while,
by hosting a big US presence. That isn\'t generally thought to be a great solution.

 

[Ricky]

On Thursday, August 18, 2022 at 12:05:32 AM UTC-4, whit3rd wrote:

On Wednesday, August 17, 2022 at 7:43:57 PM UTC-7, Ricky wrote:

How about this idea? Let\'s stay the hell out of wars, ok?
It\'s an idea with a bad side effect. Announcing (and implementing) non-preparedness
for war does not stop a war from happening. Japan, post-WWII, got it to work for a while,
by hosting a big US presence. That isn\'t generally thought to be a great solution.

You seem to be talking about something unrelated to what I said.

--

Rick C.

++ Get 1,000 miles of free Supercharging
++ Tesla referral code - https://ts.la/richard11209

 

[amdx]

On 8/17/2022 9:43 PM, Ricky wrote:

On Wednesday, August 17, 2022 at 12:54:10 PM UTC-4, amdx wrote:
On 8/17/2022 7:24 AM, Ricky wrote:
On Wednesday, August 17, 2022 at 7:20:30 AM UTC-4, amdx wrote:
On 8/16/2022 7:52 PM, Ricky wrote:
On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our
critical chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).
How would you require international companies to build chips in the US?

I don\'t what company builds them they need to built here so they can\'t
be cut off by
war, political events, supply ship quarantine.
Let me ask you, is it good that our National Security that our chips
are manufactured overseas?
*Our chips*??? What makes them \"our chips\"? Someone makes them overseas. We don\'t have to buy them.

  You are being a fucking idiot, they are our chips because we bought
them and use them in our products. The chips important to our national
security
should be manufactured in the states. A little harder call on chips used
in industry, but certainly the auto industry has had big problems with
getting chips,
and now I\'m hearing people on this group talk about chips shortages.
Where we draw the line to protect our economy, I don\'t know.
 I have a GMC/Cadillac dealer next to me, during the worst supply
problems they were down to less than 30 vehicles,  a pre 2018 google
search shows over 400
vehicles on their lot. They only had one row of vehicles lined up on the
main frontage, and they kept getting spaced wider and wider and angled
more and more.
About two months ago they did get in enough vehicles to double their
inventory.

Excluding economics, is good that our commercial chips are manufactured
overseas?
You keep talking as if we own chips. No one is stopping you from building chips in the US. \"Build them and they will come.\"

How about this idea? Let\'s stay the hell out of wars, ok?

 

[Ricky]

On Thursday, August 18, 2022 at 7:04:48 AM UTC-4, amdx wrote:

On 8/17/2022 9:43 PM, Ricky wrote:
On Wednesday, August 17, 2022 at 12:54:10 PM UTC-4, amdx wrote:
On 8/17/2022 7:24 AM, Ricky wrote:
On Wednesday, August 17, 2022 at 7:20:30 AM UTC-4, amdx wrote:
On 8/16/2022 7:52 PM, Ricky wrote:
On Tuesday, August 16, 2022 at 10:43:27 AM UTC-4, amdx wrote:
On 8/15/2022 3:58 PM, Ricky wrote:
So, the semiconductor shortage seems to have started as an outcome of a change in buying habits of the public, in response to the pandemic. But why has it continued for so long?

I get that many economic systems are under damped and respond to an impulse by ringing, but that doesn\'t seem to be the case here. We are 2.5 years into the pandemic; certainly buying habits have long since stabilized; yet production of many products containing semiconductors is still falling short of demand.

Was there somehow a step increase in demand as a result of the pandemic? Is the industry truly unable to respond and increase production of various components? Why does no one seem to have any idea of how long this will last or how to deal with it?

Maybe slightly off topic, but why hasn\'t the supply chain issue become
top priority with the administration.
I mean gosh, they could have put Kamala in charge!
Why do people think the President or even Congress can solve every problem? Perhaps you are not aware that the US government only makes laws for the US? The semiconductor shortage is a world wide problem with much of the supply not in the US.

Are you thinking the US can build a bunch of fabs in short order?

My thinking was more about the backup at the ports and the trucking
problem.
I have not looked into it lately, and maybe that has cleared up.
Re: the chip problem, it is so short sighted to allow all our
critical chips to be
manufactured anywhere but the US. The chip bill should have required
chip factories
to be built here (if it didn\'t).
How would you require international companies to build chips in the US?

I don\'t what company builds them they need to built here so they can\'t
be cut off by
war, political events, supply ship quarantine.
Let me ask you, is it good that our National Security that our chips
are manufactured overseas?
*Our chips*??? What makes them \"our chips\"? Someone makes them overseas.. We don\'t have to buy them.
You are being a fucking idiot, they are our chips because we bought
them and use them in our products.

You are the fucking idiot because you don\'t understand that we are in a global economy.

The chips important to our national
security
should be manufactured in the states.

Fine, do that. Let us know when you have the chips for sale.

A little harder call on chips used
in industry, but certainly the auto industry has had big problems with
getting chips,
and now I\'m hearing people on this group talk about chips shortages.

You are just hearing about that? It\'s been discussed here for a least a year.


> Where we draw the line to protect our economy, I don\'t know.

Yes, that\'s true, you don\'t know. You also don\'t understand that the US is not an island. We have to sink or swim with the rest of the world.

I have a GMC/Cadillac dealer next to me, during the worst supply
problems they were down to less than 30 vehicles, a pre 2018 google
search shows over 400
vehicles on their lot. They only had one row of vehicles lined up on the
main frontage, and they kept getting spaced wider and wider and angled
more and more.
About two months ago they did get in enough vehicles to double their
inventory.

That\'s your big concern, that your local Cadillac dealer have enough cars at all times? Wow, I guess everyone has their own priorities.

Excluding economics, is good that our commercial chips are manufactured
overseas?
You keep talking as if we own chips. No one is stopping you from building chips in the US. \"Build them and they will come.\"

How about this idea? Let\'s stay the hell out of wars, ok?

No comment, eh? Did you understand what I said?

--

Rick C.

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