Earlier quoted context omitted.
I get that this is a potential big problem, but I had to stop reading when the dog washing company blamed needing to respin a new board on a chip being out of stock due to this. I'm sorry, but if you aren't buying enough chips to build all the boards you want to build of a revision, this is just what happens, chip shortage or no. Stuff gets obsoleted all the time, it doesn't take a chip shortage. Blaming a black swan…
I'm very loosely involved in the highly customized keyboard business, think runs of a couple hundred units. One vendor is having trouble finding any chip to design for. The software stack supports a couple of dozen STM32 chip series, but none of them are even remotely available. I've seen a lead time of over 11 months. Before COVID, pretty much every single chip was in stock almost all of the time. Respinning a board…
A year ago you could buy 10k+ units of most common parts -- in stock -- from each of the major distributors.