Brit chipmaker issues warning about inventory glut Plunging demand for semiconductors is taking an obvious toll on the chip sector, and Brit compound semiconductor wafer maker IQE is warning of a serious dent in sales. In a trading update to investors, the London Stock Exchange listed business said it had seen an acceleration of de-stocking trends across the tech industry, " …
There are still shortages of chips. Especially from ST.
The thing is that many businesses that used them are no longer trading, because they were not able to keep the lights on without being able to make their products for so long.
Depending on how they managed their shutdown they are either not going to come back or it will take a long time to return to their former operational readiness.
You also need to take into account that supply chains have been heavily disrupted and so it will take time to rebuild them and also gain trust back.
Too many of some, not enough of others. And products are held up by the ones in short supply.
Power electronics, microcontrollers, glue logic, that sort of thing, if not available, hold up shipping end products no matter how healthy the supply of the main processors etc.
It's something the media should be better at, making clear what kinds of components are and aren't available. It's something we're trying to be better at.
C.
The Register 
Biting the hand that feeds IT
Copyright. All rights reserved © 1998–2025
