Vishay Mosfet group going under?
in [Design]
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From: krw on 5 Jun 2010 15:43 On Sat, 05 Jun 2010 11:59:30 -0700, Joerg <invalid(a)invalid.invalid> wrote: >Yzordderrex wrote: >> On Jun 5, 10:06 am, Winfield Hill <Winfield_mem...(a)newsguy.com> >> wrote: >>> Yzordderrex wrote... >>> >>>> I heard that Vishay is cancelling open orders for fets and shutting >>>> lines down. I suspect my intelligence sources though. Has anyone >>>> heard anything that might confirm this? >>> Can you get more specific information. With part numbers? >>> For example, Vishay bought a raft of old MOSFET products >>> from IRF a few years ago, parts that IRF was likely ready >>> to retire then, and Vishay may finally be retiring now. >>> >>> -- >>> Thanks, >>> - Win >> >> Sorry Win, I don't have much to go on. I was told that they are >> canceling open orders. I think this is probably an embellishment of >> the truth. I do notice quite a few fets are out of stock at digikey, >> so I expect there is a lot of panic buying going on. Not just >> Vishay, but other sources as well. A different intel source told me >> that they are trying to slow down this environment where purchasing >> groups are helter skelter ordering 2x what they need in order to get >> what they need. ... > > >That actually _is_ what I recommend to client for some parts. Better to >have $3k of extra inventory sitting on the shelf than being hit with a >hard 20wk leadtime and next month you have to furlough half the >production staff because of a hardcore line stop. I know that >accountants and CFOs really don't like this but man's gotta do what >man's gotta do. That's what I've been telling anyone who will listen at my CPOE. ...and a lot who won't. So far, so good, though occasionally there is a scramble for dumb things. >The only explanation I could imagine is that some mfgs must have slammed >the brakes end of 2008. Yep, and they're not about to restart until the dark clouds clear over Washington.
From: Michael A. Terrell on 5 Jun 2010 20:41 "krw(a)att.bizzzzzzzzzzzz" wrote: > > On Sat, 05 Jun 2010 11:59:30 -0700, Joerg <invalid(a)invalid.invalid> wrote: > > >Yzordderrex wrote: > >> On Jun 5, 10:06 am, Winfield Hill <Winfield_mem...(a)newsguy.com> > >> wrote: > >>> Yzordderrex wrote... > >>> > >>>> I heard that Vishay is cancelling open orders for fets and shutting > >>>> lines down. I suspect my intelligence sources though. Has anyone > >>>> heard anything that might confirm this? > >>> Can you get more specific information. With part numbers? > >>> For example, Vishay bought a raft of old MOSFET products > >>> from IRF a few years ago, parts that IRF was likely ready > >>> to retire then, and Vishay may finally be retiring now. > >>> > >>> -- > >>> Thanks, > >>> - Win > >> > >> Sorry Win, I don't have much to go on. I was told that they are > >> canceling open orders. I think this is probably an embellishment of > >> the truth. I do notice quite a few fets are out of stock at digikey, > >> so I expect there is a lot of panic buying going on. Not just > >> Vishay, but other sources as well. A different intel source told me > >> that they are trying to slow down this environment where purchasing > >> groups are helter skelter ordering 2x what they need in order to get > >> what they need. ... > > > > > >That actually _is_ what I recommend to client for some parts. Better to > >have $3k of extra inventory sitting on the shelf than being hit with a > >hard 20wk leadtime and next month you have to furlough half the > >production staff because of a hardcore line stop. I know that > >accountants and CFOs really don't like this but man's gotta do what > >man's gotta do. > > That's what I've been telling anyone who will listen at my CPOE. ...and a lot > who won't. So far, so good, though occasionally there is a scramble for dumb > things. > > >The only explanation I could imagine is that some mfgs must have slammed > >the brakes end of 2008. > > Yep, and they're not about to restart until the dark clouds clear over > Washington. Are you sure that will ever happen? You could grow mushrooms outdoors at noon in Washington DC. :( -- Anyone wanting to run for any political office in the US should have to have a DD214, and a honorable discharge.
From: krw on 6 Jun 2010 00:09 On Sat, 05 Jun 2010 20:41:32 -0400, "Michael A. Terrell" <mike.terrell(a)earthlink.net> wrote: > >"krw(a)att.bizzzzzzzzzzzz" wrote: >> >> On Sat, 05 Jun 2010 11:59:30 -0700, Joerg <invalid(a)invalid.invalid> wrote: >> >> >Yzordderrex wrote: >> >> On Jun 5, 10:06 am, Winfield Hill <Winfield_mem...(a)newsguy.com> >> >> wrote: >> >>> Yzordderrex wrote... >> >>> >> >>>> I heard that Vishay is cancelling open orders for fets and shutting >> >>>> lines down. I suspect my intelligence sources though. Has anyone >> >>>> heard anything that might confirm this? >> >>> Can you get more specific information. With part numbers? >> >>> For example, Vishay bought a raft of old MOSFET products >> >>> from IRF a few years ago, parts that IRF was likely ready >> >>> to retire then, and Vishay may finally be retiring now. >> >>> >> >>> -- >> >>> Thanks, >> >>> - Win >> >> >> >> Sorry Win, I don't have much to go on. I was told that they are >> >> canceling open orders. I think this is probably an embellishment of >> >> the truth. I do notice quite a few fets are out of stock at digikey, >> >> so I expect there is a lot of panic buying going on. Not just >> >> Vishay, but other sources as well. A different intel source told me >> >> that they are trying to slow down this environment where purchasing >> >> groups are helter skelter ordering 2x what they need in order to get >> >> what they need. ... >> > >> > >> >That actually _is_ what I recommend to client for some parts. Better to >> >have $3k of extra inventory sitting on the shelf than being hit with a >> >hard 20wk leadtime and next month you have to furlough half the >> >production staff because of a hardcore line stop. I know that >> >accountants and CFOs really don't like this but man's gotta do what >> >man's gotta do. >> >> That's what I've been telling anyone who will listen at my CPOE. ...and a lot >> who won't. So far, so good, though occasionally there is a scramble for dumb >> things. >> >> >The only explanation I could imagine is that some mfgs must have slammed >> >the brakes end of 2008. >> >> Yep, and they're not about to restart until the dark clouds clear over >> Washington. > > > Are you sure that will ever happen? You could grow mushrooms >outdoors at noon in Washington DC. :( We'll see what November brings.
From: Michael A. Terrell on 6 Jun 2010 01:15 "krw(a)att.bizzzzzzzzzzzz" wrote: > > On Sat, 05 Jun 2010 20:41:32 -0400, "Michael A. Terrell" > <mike.terrell(a)earthlink.net> wrote: > > > > >"krw(a)att.bizzzzzzzzzzzz" wrote: > >> > >> On Sat, 05 Jun 2010 11:59:30 -0700, Joerg <invalid(a)invalid.invalid> wrote: > >> > >> >Yzordderrex wrote: > >> >> On Jun 5, 10:06 am, Winfield Hill <Winfield_mem...(a)newsguy.com> > >> >> wrote: > >> >>> Yzordderrex wrote... > >> >>> > >> >>>> I heard that Vishay is cancelling open orders for fets and shutting > >> >>>> lines down. I suspect my intelligence sources though. Has anyone > >> >>>> heard anything that might confirm this? > >> >>> Can you get more specific information. With part numbers? > >> >>> For example, Vishay bought a raft of old MOSFET products > >> >>> from IRF a few years ago, parts that IRF was likely ready > >> >>> to retire then, and Vishay may finally be retiring now. > >> >>> > >> >>> -- > >> >>> Thanks, > >> >>> - Win > >> >> > >> >> Sorry Win, I don't have much to go on. I was told that they are > >> >> canceling open orders. I think this is probably an embellishment of > >> >> the truth. I do notice quite a few fets are out of stock at digikey, > >> >> so I expect there is a lot of panic buying going on. Not just > >> >> Vishay, but other sources as well. A different intel source told me > >> >> that they are trying to slow down this environment where purchasing > >> >> groups are helter skelter ordering 2x what they need in order to get > >> >> what they need. ... > >> > > >> > > >> >That actually _is_ what I recommend to client for some parts. Better to > >> >have $3k of extra inventory sitting on the shelf than being hit with a > >> >hard 20wk leadtime and next month you have to furlough half the > >> >production staff because of a hardcore line stop. I know that > >> >accountants and CFOs really don't like this but man's gotta do what > >> >man's gotta do. > >> > >> That's what I've been telling anyone who will listen at my CPOE. ...and a lot > >> who won't. So far, so good, though occasionally there is a scramble for dumb > >> things. > >> > >> >The only explanation I could imagine is that some mfgs must have slammed > >> >the brakes end of 2008. > >> > >> Yep, and they're not about to restart until the dark clouds clear over > >> Washington. > > > > > > Are you sure that will ever happen? You could grow mushrooms > >outdoors at noon in Washington DC. :( > > We'll see what November brings. Hopefully, heavy rains to wash the streets clean of crooks and idiots? -- Anyone wanting to run for any political office in the US should have to have a DD214, and a honorable discharge.
From: Robert Baer on 6 Jun 2010 03:10
Joerg wrote: > Yzordderrex wrote: >> On Jun 5, 10:06 am, Winfield Hill <Winfield_mem...(a)newsguy.com> >> wrote: >>> Yzordderrex wrote... >>> >>>> I heard that Vishay is cancelling open orders for fets and shutting >>>> lines down. I suspect my intelligence sources though. Has anyone >>>> heard anything that might confirm this? >>> Can you get more specific information. With part numbers? >>> For example, Vishay bought a raft of old MOSFET products >>> from IRF a few years ago, parts that IRF was likely ready >>> to retire then, and Vishay may finally be retiring now. >>> >>> -- >>> Thanks, >>> - Win >> >> Sorry Win, I don't have much to go on. I was told that they are >> canceling open orders. I think this is probably an embellishment of >> the truth. I do notice quite a few fets are out of stock at digikey, >> so I expect there is a lot of panic buying going on. Not just >> Vishay, but other sources as well. A different intel source told me >> that they are trying to slow down this environment where purchasing >> groups are helter skelter ordering 2x what they need in order to get >> what they need. ... > > > That actually _is_ what I recommend to client for some parts. Better to > have $3k of extra inventory sitting on the shelf than being hit with a > hard 20wk leadtime and next month you have to furlough half the > production staff because of a hardcore line stop. I know that > accountants and CFOs really don't like this but man's gotta do what > man's gotta do. > > The only explanation I could imagine is that some mfgs must have slammed > the brakes end of 2008. > > [...] > 20wk lead time sounds like they have to open new mines for raw materials, then build plants, then... |