Vishay Mosfet group going under?
in [Design]
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From: Paul Hovnanian P.E. on 6 Jun 2010 20:28 "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. Washington? Which industries are the big consumers of these parts? And how are they doing (politically and economically)? I wonder whether the manufactures really consider "$3k of extra inventory" to be a big customer. Maybe not one even worth worrying over. -- Paul Hovnanian mailto:Paul(a)Hovnanian.com ------------------------------------------------------------------ Life is like an analogy.
From: krw on 6 Jun 2010 20:49 On Sun, 06 Jun 2010 17:28:26 -0700, "Paul Hovnanian P.E." <Paul(a)Hovnanian.com> 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. > >Washington? Which industries are the big consumers of these parts? And >how are they doing (politically and economically)? Yes, Washington. What does it matter who the consumers are? The producers aren't going to produce if they're going to be taken to the cleaners. >I wonder whether the manufactures really consider "$3k of extra >inventory" to be a big customer. Maybe not one even worth worrying over. $3K times 3K part numbers gets to be a big number for a small business.
From: krw on 6 Jun 2010 20:51 On Sun, 06 Jun 2010 17:19:49 -0700, Joerg <invalid(a)invalid.invalid> wrote: >Robert Baer wrote: >> Joerg 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. >>> >> Is it not a bit difficult to get what does not exist due to the long >> timeframe? > > >That's why it is customary to run extra wafers and put those on the >shelf in case of increased future demand. That seems not to be the case >anymore with some products. And yeah, when you have to schedule a whole >new wafer run you'll see those long leadtimes, plus it only makes sense >if the total orders have reached a substantial level. > >Here we have the chicken-and-egg phenomenon: I as a design engineer will >generally move on when I see a 22wk leadtime, trying to find a solution >with parts that are more available. Or I go it discrete instead of using >a chip. That means my clients who are unlikely to touch successful >designs again without a compelling reason will never even order such >stuff. That fuels the downward spiral for such parts. Old American sales >wisdom: If you don't take care of your customers, someone else will. > >I don't have a good explanation for this. Either manufacturers lost the >art of planning to some extent, are hardcore cash-starved or really peed >into their pants after the downturn that set in around 2008. Or look at their crystal ball and have no interest in financing Obama's vision of the world on their backs. Or all of the above.
From: Paul Hovnanian P.E. on 6 Jun 2010 23:03 "krw(a)att.bizzzzzzzzzzzz" wrote: > > On Sun, 06 Jun 2010 17:28:26 -0700, "Paul Hovnanian P.E." <Paul(a)Hovnanian.com> > 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. > > > >Washington? Which industries are the big consumers of these parts? And > >how are they doing (politically and economically)? > > Yes, Washington. What does it matter who the consumers are? The producers > aren't going to produce if they're going to be taken to the cleaners. China doesn't give a damned. They've got enough working cash in dollars to not care. -- Paul Hovnanian mailto:Paul(a)Hovnanian.com ------------------------------------------------------------------ Life is like an analogy.
From: krw on 6 Jun 2010 23:58
On Sun, 06 Jun 2010 20:03:36 -0700, "Paul Hovnanian P.E." <Paul(a)Hovnanian.com> wrote: >"krw(a)att.bizzzzzzzzzzzz" wrote: >> >> On Sun, 06 Jun 2010 17:28:26 -0700, "Paul Hovnanian P.E." <Paul(a)Hovnanian.com> >> 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. >> > >> >Washington? Which industries are the big consumers of these parts? And >> >how are they doing (politically and economically)? >> >> Yes, Washington. What does it matter who the consumers are? The producers >> aren't going to produce if they're going to be taken to the cleaners. > >China doesn't give a damned. They've got enough working cash in dollars >to not care. Clueless, totally clueless. |