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Companies are hacking their way around the chip shortage

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31–40 of 84 posts

Re: Companies are hacking their way around the chip shortage

#31

I can't fault the brokers for doing what they do, but one MCU I tried to source the other week had a 40x markup from normal. Yes, 4000%.

I know of certain STM32F7 SKUs being sourced for $600/piece instead of $8/piece via shady backstreet Shenzhen suppliers. The whole electronics scene really needs a transparent futures market.

Re: Companies are hacking their way around the chip shortage

#32
post #4

Earlier quoted context omitted.

Maybe. But getting a raspberry pi is still next to imposible.

This prompted me to look on Ebay, where Pi 4 prices are mad (>£100!) but the previous generations seem to be more normal. Wonder if it's worth me digging up any 3s I have and selling them.

I wanted one for a thing some months ago, and the 4s were out of stock most places and silly prices where they were available. 3s were in a similar state. I had a 3 spare but wanted the extra spec (USB3 and a bit more CPU umpf). I ended up getting a 400 instead as they were readily available at the time. When the 4s become sensibly available I'll swap it out for one and the 400 will become a toy for other purposes.

EDIT: sweet Jesus. Just checked the current state on Amazon and the 400s are listed at £117 for just the base unit, more than the £91 I paid for the full kit (the only in-stock option at the time) six months ago, the 4Gb 4 is £173 (next day prime) or £155 (up to two week delivery), and the 8Gb is down for a whopping £290! (next day, no cheaper slower options). The only Pi3 showing as in-stock ATM is £100. Maybe I should hunt out my spare 3 and make some drinking money from it!

I've not checked other sources.

Re: Companies are hacking their way around the chip shortage

#33

Earlier quoted context omitted.

>some cloud service that ResMed then resells to your doctor. Why would they resell to the doctor, or why would the doctor be buying the info? Seems like the user should be the one charged for the data that could then be shared with their doctor. I just don't see the business sense for it being purchased by the docs unless the docs just turn around and upcharge the patient?

I've commented on this before on HN. I have sleep apnea and a ResMed CPAP. A very US-centric response: Insurance also seems to have access to this data in one way or another (not sure if direct with ResMed or via your doctor). If you don't hit your "compliance target" for treatment, insurance will cease paying 'their share' of the cost. So I found myself in a downward spiral of 0. Struggling to sleep with sleep apnea…

As someone who couldn't hit compliance either, any other sleep apnea solutions that have worked for you (or others?)

(apologies about derailing into subthread)

Re: Companies are hacking their way around the chip shortage

#34

> one large industrial conglomerate had resorted to buying washing machines just to scavenge the chips inside them for its products Is this really more efficient than say, contacting the washing machine manufacturer and buying up the chips at a premium (i.e. above the washing machine cost). I usually applaud hacky solutions, but this just feels like a ton of unnecessary waste. I would prefer scrapping features (like…

It might be more (cost) efficient to buy washing machines. It's possible if the washing machine manufacturer knew of the real value of the chip to the buyer, they might charge extortionate pricing. It's also possible that the total value of selling a washing machine exceeds the purchase price (e.g. how much does the washing machine manufacturer get from the detergent maker for putting a packet of detergent in the box…

Buying the machines means that you go to all their dealers and buy - thus ensuring that their dealers remain in business. When things return to normal their dealers are still able to sell to everyone else who wants a washing machine and so they don't have to build a new dealer network. In short it is probably penny wise, pound foolish to not make washing machines even though they could sell the parts for more money now.

Re: Companies are hacking their way around the chip shortage

#35

> one large industrial conglomerate had resorted to buying washing machines just to scavenge the chips inside them for its products Is this really more efficient than say, contacting the washing machine manufacturer and buying up the chips at a premium (i.e. above the washing machine cost). I usually applaud hacky solutions, but this just feels like a ton of unnecessary waste. I would prefer scrapping features (like…

> buying up the chips at a premium (i.e. above the washing machine cost). Industries often act illogically in cases like this. You see it with many types of goods ordered a long time in advance. If there is a sudden shortage, the people who have ordered their raw materials a long time in advance (who have effectively purchased a future for that commodity) think they made a good move and see it as a business advantage…

>However, they often fail to see that it is an even better business move to still shut down production and sell those raw materials onwards to someone else who will pay handsomely for them.

Isn't this the short-term quarter-to-quarter mindset that gets constantly roasted on HN? Isn't there value to your brand in being a dependable supplier to your customers? And isn't there business value in retaining your workforce, instead of having to lay them off, since you shut the factory down?

Re: Companies are hacking their way around the chip shortage

#36

Earlier quoted context omitted.

I've commented on this before on HN. I have sleep apnea and a ResMed CPAP. A very US-centric response: Insurance also seems to have access to this data in one way or another (not sure if direct with ResMed or via your doctor). If you don't hit your "compliance target" for treatment, insurance will cease paying 'their share' of the cost. So I found myself in a downward spiral of 0. Struggling to sleep with sleep apnea…

As someone who couldn't hit compliance either, any other sleep apnea solutions that have worked for you (or others?) (apologies about derailing into subthread)

>(apologies about derailing into subthread)

this is the natural evolution of a conversation. i feel no apology should be necessary. taking a conversation to new related directions is often where that Aha! or Eureka! moment is found.

personally, i find people that get upset and feel an apology is warranted are people i find quite boring to have a conversation with

Re: Companies are hacking their way around the chip shortage

#37
post #4

Earlier quoted context omitted.

Maybe. But getting a raspberry pi is still next to imposible.

This prompted me to look on Ebay, where Pi 4 prices are mad (>£100!) but the previous generations seem to be more normal. Wonder if it's worth me digging up any 3s I have and selling them.

I sold my 3B for a price that honestly makes me feel a little guilty at the height of the shortage, but to be fair it was an auction and I only set the reserve to MSRP. At least it went to someone who presumably really needed it and it was just sitting on my shelf gathering dust after being used for a project.

Re: Companies are hacking their way around the chip shortage

#38

This article was May 2022. Apparently things are already beginning to change.

Unfortunately we might not be out of the woods yet. I have an acquaintance who works in the defense industry and they told me they are having semiconductor supply chain issues because of a shortage of noble gases needed for semiconductor production. Apparently Ukraine is a huge supplier and the war has really constrained supplies.

Re: Companies are hacking their way around the chip shortage

#40
post #17

This article is out of date. We have chip glut situation right now, both Intel and NVIDIA have pushed back their 4nm orders. And 7/8nm already produced chips are piling up with no buyer to be found (especially GPUs).

There was a bigger problem with chips built on older processes (e.g. power ICs and microcontrollers).

And that will never be fixed because those fabs are a dead end. It’s just a matter of time before they are gone
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