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Lead time for new Intel NIC orders is quoted around 52 weeks

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Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#111

Earlier quoted context omitted.

Your last paragraph demonstrates a number of profound and fundamental misunderstandings. First, herd immunity does not benefit from more bodies per se. You are portraying it as some sort of wall, where taking members out of the wall reduces the effectiveness. It is not like that at all. The proportion of previously exposed individuals required for herd immunity effects goes down as the frequency of potential spreadin…

Clear data? How many people get tested for influenza? How many people which had influenza got tested for covid and got a positive result? If I went to my doctor last winter, told him I have strong fever and cough, he'll either send me to get a PCR test for covid, or no test, just tell me it's probably covid and I should stay home and monitor symptoms. In such case most flu cases would just be assumed covid, and that'…

We've been testing for flu all along.

https://www.usatoday.com/story/news/health/2021/01/11/amid-c...

> The drop occurred despite a sixfold increase in testing at public health labs, most of which checked for influenza A and B along with the coronavirus.

> Clinical lab testing was slightly lower during the last quarter of 2020 as physicians ordered fewer flu tests because less of the illness was circulating.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#113
post #9

Earlier quoted context omitted.

I was looking to buy parallel EEPROMs (DIP) a couple days ago and found they were pretty expensive and mostly unavailable. I was wondering if that's because this type of IC is rather niche these days, or whether it's due to what's called the "chip shortage". If anyone knows or has an educated opinion, please let me know...

It's a niche part and you shouldn't be surprised if it's discontinued soon. Think about migrating your design. I'm starting to see end-of-life notices for a lot of parts that I wouldn't normally see at their age, but if they're low runners that would totally make sense. If you see lead times longer than a year, that's your early warning.

I imagine one end result of this supply squeeze is that a lot of bespoke or legacy parts will be finally removed from designs that have up until now been "good enough". To cite the most common example, vehicle manufacturers' most common supply pain-point is ICs built on a ~200nm process, which was state of the art between 1996-2000.

I understand it makes sense to move slower for chips embedded in long-life devices, and they need additional validation; however, at some point if lead times are long enough and prices stay high it becomes reasonable to start that extended validation process on newer chips.

This would hopefully mean consumers start seeing infotainment with much better performance in the second half of 2022, and this lines up with industry expectations of when the squeeze will lift.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#114
post #62
post #44

Earlier quoted context omitted.

>Life continued as normal in Sweden... Sweden had less formal lockdowns, but recommendations that was largely followed . Also limited opening hours for restaurants and closed events with live audience. Most workers stayed at home, traveling went down A LOT and people could not visit care homes etc. If you compare the effect on society it was largely the same as the rest of Scandinavia that did have slightly more form…

> live audience Exactly. Last year I watched (over the internet) Sanna Nielsen sing Stockholm in my heart to an empty field where there should have been an audience of thousands. Useful to have a bit of an awareness of foreign media to see what's actually happening, not what's reported by delusionists on the internet. It was never true that there were no restrictions in Sweden, just less restrictions.

That’s the utility of high social trust; rules can be self enforced by suggestion, rather than by force.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#115
post #96

Just in time manufacturing contributes a lot to this shortage. We rely so much on integrated supply chain logistics, the pandemic clearly brought in to focus the "optimizations" of JIT manufacturing. The lack of local supply pools as buffer is so short sighted.

I keep seeing that argument every single time and keep wondering, isn’t there reason to implement JIT? Something like cost benefits outweigh the resilience risks? It’s not like people start dying on the streets, simply things are getting expensive and hard to get during disturbances. Are there calculations demonstrating that JIT the risks of optimization are more harmful than helpful in the long run?

The problem JIT is solving is that raw materials inventory ties up capital (it costs money), and having warehouses of materials is money sitting that could be used for different purposes (capital expenditures, salaries, dividends, etc). Then, if for some reason the raw materials aren't worthwhile anymore (spoilage, tech change, etc), you've wasted money on something that needs to be disposed of. In theory, the goal would be to have no inventory at all.

JIT is a firm level decision, not a society level. It's up to each firm to decide how much of something they are buying.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#116
post #96

Just in time manufacturing contributes a lot to this shortage. We rely so much on integrated supply chain logistics, the pandemic clearly brought in to focus the "optimizations" of JIT manufacturing. The lack of local supply pools as buffer is so short sighted.

I keep seeing that argument every single time and keep wondering, isn’t there reason to implement JIT? Something like cost benefits outweigh the resilience risks? It’s not like people start dying on the streets, simply things are getting expensive and hard to get during disturbances. Are there calculations demonstrating that JIT the risks of optimization are more harmful than helpful in the long run?

> I keep seeing that argument every single time and keep wondering, isn’t there reason to implement JIT? Something like cost benefits outweigh the resilience risks?

Just think about evolution: species specialize for short(er) term benefits, but then conditions change and a lot of those specialists go extinct.

JIT is specializing for an extremely reliable and undisrupted supply chain.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#117

Just in time manufacturing contributes a lot to this shortage. We rely so much on integrated supply chain logistics, the pandemic clearly brought in to focus the "optimizations" of JIT manufacturing. The lack of local supply pools as buffer is so short sighted.

I don't know much about how supply chains function so I am wondering how is just in time manufacturing still to blame when the chip shortage has been ongoing for over a year? Wouldn't everyone have burned through their inventory at this point?

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#118

Just in time manufacturing contributes a lot to this shortage. We rely so much on integrated supply chain logistics, the pandemic clearly brought in to focus the "optimizations" of JIT manufacturing. The lack of local supply pools as buffer is so short sighted.

Not using just in time manufacturing might help with short-term disruptions, but we're approaching the two year point on the pandemic and the associated global disruptions and it's just not realistic to keep enough stock in for that long. The current generation of stuff like CPUs and GPUs hasn't even been released and in production for that long...

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#119

Any truth to the rumour that semi truck drive train linkages are unavailable North America wide right now? That could exasperate things quickly.

Do you mean U-joints? Or the major components themselves such as transmission, driveshaft, axle, differential, brake chambers, etc?

I think he means general availability of trucks and drivers. Not drivetrain components specifically.
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