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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

#31

Post by tibbydudeza »

antiSingularity wrote: post #13
eljimmy wrote: post #10

Earlier quoted context omitted.

It's true - China's numbers, unsurprisingly, really don't give light to how badly they were impacted. I remember reading about how they were building brand new hospitals to cope. Literally building a brand new hospital. https://www.cnbc.com/2020/01/31/pictures-china-builds-two-ho... Looking back on that, it's interesting to think about how that should have been a major warning sign of things to come for the rest of t…

They also released vidoes of people literally dropping in the street "with Covid".

Or scenes where a white van stops and couple of folks in Hazmat suits jumps out and then proceed to drag infected people away.

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

#32

Post by bgorman »

PragmaticPulp wrote: post #16
brink wrote: post #2

Whatever your opinion is about the lockdowns, there is one thing everyone should be able to agree on; they destabilize just about everything. I'm worried about people going hungry or not being able to heat their home this winter from the ripple effects.

Blaming lockdowns isn’t the full story. Demand for electronics is way, way up. Everything from people being bored at home to extra stimulus dollars has put extra demand on everything electronic. The effect is amplified as companies are panic-buying every part they might possibly need for the next few years.

Demand for electronics being up is directly correlated to lockdowns. PCs had been a declining sector for years before covid lockdowns.

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

#33

Post by antiSingularity »

CydeWeys wrote: post #23
tailspin2019 wrote: post #17

Earlier quoted context omitted.

I think the parent was more making the point that however we chose to deal with the pandemic, it was difficult to avoid disruption to the supply chain. I guess the potential nuance is, blaming it on "lock downs" gets vaguely political whereas blaming it on the root cause, the pandemic, puts emphasis on the wider point that any actual pandemic of this magnitude is of course going to disrupt the worlds supply chain one…

> I guess the potential nuance is, blaming it on "lock downs" gets vaguely political whereas blaming it on the root cause, the pandemic, puts emphasis on the wider point that any actual pandemic of this magnitude is of course going to disrupt the worlds supply chain one way or another. Thank you for phrasing so perfectly the exact point I was making. It feels disingenuous when people solely blame the reactions to a w…

Does blaming the declining mental and physical state of previously healthy people on "lockdowns" also get vaguely political? My wife and I did not come near to breakdowns as we tried to care for our young family through the lockdowns and restrictions because of Covid itself, I can tell you that much.

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

#34

Post by dboreham »

antiSingularity wrote: post #27
tailspin2019 wrote: post #17

Earlier quoted context omitted.

I think the parent was more making the point that however we chose to deal with the pandemic, it was difficult to avoid disruption to the supply chain. I guess the potential nuance is, blaming it on "lock downs" gets vaguely political whereas blaming it on the root cause, the pandemic, puts emphasis on the wider point that any actual pandemic of this magnitude is of course going to disrupt the worlds supply chain one…

In my opinion, blaming it on the pandemic is misleading, and hides the true cause of our problems. As I said, supply chains are disrupted because everyone was confined to their houses and completely changed their consumer and business spending habits. Referring to the title of this article, Intel NIC orders are not disrupted because all of the factory workers are dead of Covid. They are disrupted because supply and d…

Periods of excess supply, and periods of shortage have characterized the semiconductor industry since the 1970s.

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

#36

Post by nicoburns »

antiSingularity wrote: post #27
tailspin2019 wrote: post #17

Earlier quoted context omitted.

I think the parent was more making the point that however we chose to deal with the pandemic, it was difficult to avoid disruption to the supply chain. I guess the potential nuance is, blaming it on "lock downs" gets vaguely political whereas blaming it on the root cause, the pandemic, puts emphasis on the wider point that any actual pandemic of this magnitude is of course going to disrupt the worlds supply chain one…

In my opinion, blaming it on the pandemic is misleading, and hides the true cause of our problems. As I said, supply chains are disrupted because everyone was confined to their houses and completely changed their consumer and business spending habits. Referring to the title of this article, Intel NIC orders are not disrupted because all of the factory workers are dead of Covid. They are disrupted because supply and d…

Even if the factory workers didn't die (some would, but most of them wouldn't have) there would still have been significant disruption if large parts of the workforce were off sick for several weeks.

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

#37

Post by PragmaticPulp »

bgorman wrote: post #32
PragmaticPulp wrote: post #16

Earlier quoted context omitted.

Blaming lockdowns isn’t the full story. Demand for electronics is way, way up. Everything from people being bored at home to extra stimulus dollars has put extra demand on everything electronic. The effect is amplified as companies are panic-buying every part they might possibly need for the next few years.

Demand for electronics being up is directly correlated to lockdowns. PCs had been a declining sector for years before covid lockdowns.

Demand for cars is way up, too, which isn’t expected in lockdown conditions.

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

#38

Post by tcoff91 »

bgorman wrote: post #32
PragmaticPulp wrote: post #16

Earlier quoted context omitted.

Blaming lockdowns isn’t the full story. Demand for electronics is way, way up. Everything from people being bored at home to extra stimulus dollars has put extra demand on everything electronic. The effect is amplified as companies are panic-buying every part they might possibly need for the next few years.

Demand for electronics being up is directly correlated to lockdowns. PCs had been a declining sector for years before covid lockdowns.

Demand for GPUs at least is probably just as much if not more due to the crypto bull run that took place.

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

#39

Post by antiSingularity »

nicoburns wrote: post #36
antiSingularity wrote: post #27

Earlier quoted context omitted.

In my opinion, blaming it on the pandemic is misleading, and hides the true cause of our problems. As I said, supply chains are disrupted because everyone was confined to their houses and completely changed their consumer and business spending habits. Referring to the title of this article, Intel NIC orders are not disrupted because all of the factory workers are dead of Covid. They are disrupted because supply and d…

Even if the factory workers didn't die (some would, but most of them wouldn't have) there would still have been significant disruption if large parts of the workforce were off sick for several weeks.

You mean, sick with that disease that's asymptomatic some huge proportion of the time? And has very little effect on most working-age people?

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

#40

Post by baybal2 »

formerly_proven wrote: post #4

Currently working on a new design for a client, it's quite a pain. Lots of things, even mundane things like connectors and such are out of stock / low stock and usually quite a bit more expensive.

Had few surplus STM32 reels. Ebayed them for a few thousand bucks.

I can only imagined how much money did the people who envisaged the shortage early enough got from hoarding chips.

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