Vishay Mosfet group going under?
in [Design]
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From: Joerg on 6 Jun 2010 11:17 Robert Baer wrote: > 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... Well, I see that sort of time frame a lot lately. Essentially it means "No, we don't have anything we could test, package and bond. Nada, zip, zilch". So one has to react by hoarding stuff. -- Regards, Joerg http://www.analogconsultants.com/ "gmail" domain blocked because of excessive spam. Use another domain or send PM.
From: krw on 6 Jun 2010 12:12 On Sun, 06 Jun 2010 01:15:30 -0400, "Michael A. Terrell" <mike.terrell(a)earthlink.net> wrote: > >"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? Well, that's too much to hope for. Sweeping Washington clean of Demonicrats is possible. There will still be far too many crooks and idiots.
From: krw on 6 Jun 2010 12:13 On Sun, 06 Jun 2010 00:10:53 -0700, Robert Baer <robertbaer(a)localnet.com> wrote: >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... One of the Disties was telling me of 214 week lead times. Yes, 2014.
From: krw on 6 Jun 2010 12:37 On Sun, 06 Jun 2010 08:17:29 -0700, Joerg <invalid(a)invalid.invalid> wrote: >Robert Baer wrote: >> 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... > > >Well, I see that sort of time frame a lot lately. Essentially it means >"No, we don't have anything we could test, package and bond. Nada, zip, >zilch". So one has to react by hoarding stuff. Which, of course, makes things even worse. 1) product dries up. 2) Everyone triple-orders. 3) Parts go unused. 4) A year down the road orders dry up while everyone goes through their inventory. Go to 1).
From: Joerg on 6 Jun 2010 12:46
krw(a)att.bizzzzzzzzzzzz wrote: > On Sun, 06 Jun 2010 08:17:29 -0700, Joerg <invalid(a)invalid.invalid> wrote: > >> Robert Baer wrote: >>> 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... >> >> Well, I see that sort of time frame a lot lately. Essentially it means >> "No, we don't have anything we could test, package and bond. Nada, zip, >> zilch". So one has to react by hoarding stuff. > > Which, of course, makes things even worse. 1) product dries up. 2) Everyone > triple-orders. 3) Parts go unused. 4) A year down the road orders dry up > while everyone goes through their inventory. Go to 1). Sure, but what can you do if manufacturers don't plan ahead far enough? Recently I had designs where, when I handed the client the module spec, schematic and BOM, a part that showed thousands of stock just days before stood at zilch. So nowadays my recommendation is often "Look at the schematic later, first order the BOM stuff, right now, and enough to last at least through the first half year". -- Regards, Joerg http://www.analogconsultants.com/ "gmail" domain blocked because of excessive spam. Use another domain or send PM. |