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TSMC hikes chip prices up to 20% amid supply shortage

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Re: TSMC hikes chip prices up to 20% amid supply shortage

#531

Post by user3939382 »

jpm_sd wrote: post #521
StephenSmith wrote: post #115

I'm in charge of sourcing components for multiple companies right now. I believe they could double (100%) prices and companies would pay it. There's chips that I'm sourcing from obscure places in China just to get the part and paying whatever price they ask. Designers are getting overwhelmed because they're having to redesign boards for components that are available, only to realize by the time they finish the change…

It's a nightmare. A broker in HK recently quoted me $71/ea for an industrial temp rated 10/100 Ethernet PHY (KSZ8081MNXIA) ... That is a roughly 50x markup. We're making a design change instead. I am now buying qty 500-1000 of any new part that is getting designed in, before the design is even started. Our Analog Devices sales rep told me to expect another 12-18 months of everything being completely fucked. That was…

I found it on Amazon for $8, not sure what quantity they have: https://smile.amazon.com/1Pcs-KSZ8081MNXIA-Txrx-3-3V-32Qfn/d...

Re: TSMC hikes chip prices up to 20% amid supply shortage

#532

Post by mensetmanusman »

rat87 wrote: post #484
ren_engineer wrote: post #172

Earlier quoted context omitted.

"service economy" was always a meme being sold to the gullible masses, manufacturing capacity is the only thing that matters for an economy. Manufacturing has always printed the money It amazes me how the US allowed itself to be nearly deindustrialized after manufacturing effectively won them WWII and global dominance. Now the US can't even make ventilators or face masks

"Manufacturing economy" was a meme sold to gullible nostalgic masses Work is work, money is money. There's nothing fundamentally more important about manufacturing then other types of jobs. The US still has tons of manufacturing but unsurprisingly its on the backs of much fewer jobs, many of which require more education and specialization then manufacturing economy of old used to supply

Manufacturing is lower on the hierarchy of needs, however when you are blocked from getting these basic needs your economy immediately crumbles.

You can get by without services, you can’t get by without manufacturing.

There are no tech workers without computers.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#533

Post by mensetmanusman »

This reminds me of the early days of 2007, when the strange rumblings of the economy were starting to take place.

If everyone starts raising prices by 20%, will governments be able to spend money fast enough?

Maybe we are about to learn that you can’t stimulate every economy in the world simultaneously.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#534

Post by NortySpock »

xxs wrote: post #299
rjbwork wrote: post #193

Earlier quoted context omitted.

>In this model crypto is like ... an emergent antipattern of networked civilization, where the network starts to waste every economic resource that it can "see" and provably waste. Exactly. As I've said to a number of people I've discussed crypto with, I'm happy to advocate for making PoW systems illegal. They'll happily gobble up a Dyson sphere of energy and a solar system of hardware in service of running a payment…

Isn't PoS just limiting the amount of work done based on the share of the total 'wealth'?

Proof-of-Stake? I thought that PoStake still cranked out blocks at a fixed rate (say, every few minutes), and presumably the block size could be increased to increase throughput, if not latency.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#535

Post by ironSkillet »

StephenSmith wrote: post #115

I'm in charge of sourcing components for multiple companies right now. I believe they could double (100%) prices and companies would pay it. There's chips that I'm sourcing from obscure places in China just to get the part and paying whatever price they ask. Designers are getting overwhelmed because they're having to redesign boards for components that are available, only to realize by the time they finish the change…

Which companies do you think are in a good position to benefit from these supply chain issues, and which are going to suffer?

Re: TSMC hikes chip prices up to 20% amid supply shortage

#537

Post by BizarroLand »

acchow wrote: post #469
mensetmanusman wrote: post #453

Earlier quoted context omitted.

If all the chip making machines were destroyed and we couldn’t repurpose chips due to DRM, we would have to redo everything again.

Bootstrapping the second time is much easier

For instance, knowing that Corn doesn't supply absorbable niacin without nixtamalizaion, and diets dependent on corn tend to have large bouts of pellagra, is something that took hundreds of years to work out.

Walking into a corn fed post-apocalyptic future knowing that soaking your corn in ash water and hulling it prevents pellagra and improves the viability of your group is some handy knowledge.

This is also why rebuilding a web page after deleting it is so much faster the second time around. You've solved problems on the first go round that weren't apparent when you started.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#538

Post by kragen »

njovin wrote: post #288

Forgive the naive question but why doesn't the US government fund several foundries in the US immediately? $20B over 3 years is a drop in the bucket compared to a lot of military spending and these chip shortages surely have downstream impact on the defense industry, no? At this point I'd be much happier subsidizing chip manufacturing than most of the other ways this country spends money overseas.

Lots of governments have spent billions of dollars trying to build the next Silicon Valley. Shenzhen and arguably Taipei succeeded, but all the others failed. It's not as simple as just spending money; the people whose knowhow makes the endeavor possible have to decide to go there, and then they have to be in charge of it.

The Manhattan Project would have failed, as the German project in fact did, if Oppenheimer hadn't been a physicist, and if the US weren't full of Jewish refugees from Germany who just happened to be physicists. Its immense budget was necessary to its success, but not sufficient.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#539

Post by kragen »

TillE wrote: post #421
babypuncher wrote: post #366

Earlier quoted context omitted.

I don't think proof-of-stake will actually work. Not because of any technical reasons, but because 95% of the people involved in crypto just see it as a free money printing machine. Once their hardware is no longer useful for mining, they will just move to some other proof-of-work crypto.

It's incredibly unfortunate that Bitcoin and similar proof-of-work currencies blew up and remained hot commodities. Because I do think that cryptocurrency is abstractly a very exciting idea, but the popular implementations are fundamentally abysmal. If proof-of-stake works out, particularly as a currency people can actually use, then maybe nobody wants to buy Bitcoin anymore and the whole thing dries up as only specu…

Just to be clear, Bitcoin isn't creating any GPU demand now; mining ASICs are too good. Ethereum is also becoming ASIC-dominated, but being scrypt-based reduces the ASIC advantage.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#540

Post by 11thEarlOfMar »

jpm_sd wrote: post #521
StephenSmith wrote: post #115

I'm in charge of sourcing components for multiple companies right now. I believe they could double (100%) prices and companies would pay it. There's chips that I'm sourcing from obscure places in China just to get the part and paying whatever price they ask. Designers are getting overwhelmed because they're having to redesign boards for components that are available, only to realize by the time they finish the change…

It's a nightmare. A broker in HK recently quoted me $71/ea for an industrial temp rated 10/100 Ethernet PHY (KSZ8081MNXIA) ... That is a roughly 50x markup. We're making a design change instead. I am now buying qty 500-1000 of any new part that is getting designed in, before the design is even started. Our Analog Devices sales rep told me to expect another 12-18 months of everything being completely fucked. That was…

Be careful out there. We got burned by a scam broker in HK:

- Establishes a physical address, might be an abandoned building.

- Sets up a web site with full catalog of parts offered, many hard to find. Might be an actual defunct business they are fronting to look authentic.

- Take orders, demand payment in advance.

- Operate without shipping anything (they don't have any inventory) until the police start poking around.

- Shut down and reincarnate in a new address, new domain, new name, new logo, same catalog and e-commerce

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