Re: Was sceptical until...
It’s panic buying. Every purchasing manager has a boss who has just discovered “semiconductors” without knowing the difference between SoC parts and other ICs, so the orders come down from the fancy offices to increase holding of all “of those semiconductor chips we use”.
As a result, you can’t even get analogue signal or power ICs now, and they come from a very different fabrication chain; one that was unaffected by the initial squeeze on system-on-chip devices.
The result right now is shortages, and next year, there’ll be an enormous collapse in sales and a glut.
Biting the hand that feeds IT
