Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
chipmonk0
User Rank
Author
re: Email to the editor: Chip industry shambles
chipmonk0   11/7/2011 4:48:32 PM
NO RATINGS
this man Malcolm Penn is an insuffereble twit and a self - promoter and is really just trying to push the report from his company !

any1
User Rank
Author
re: Email to the editor: Chip industry shambles
any1   11/7/2011 4:37:33 PM
NO RATINGS
I believe today's business reality is that electronics demand is largely consumer driven. And consumers are notoriously fickle. Todays must have cell phone model ramps from zero to millions of handsets back to very modest levels within a six months time frame. The other reality is that with margins so small and capital requirements so large for most seimconductor businesses they cannot afford to err on the side of too much capacity. Back when PCs were the main drivers and corporate PC buying was at least somewhat predictable companies did have a bit more forward visibility. But in the post PC world where mobile computing is the fastest growth segment that's all history.

daleste
User Rank
Author
re: Email to the editor: Chip industry shambles
daleste   11/6/2011 2:16:33 AM
NO RATINGS
I tend to agree with you bltarng. When supplies get tight, customers start double booking. This causes the manufacturers to increase the run rates and build inventory. When things slow back down, all of a sudden there is too much inventory and the mix is always wrong. You just can't win.

t.alex
User Rank
Author
re: Email to the editor: Chip industry shambles
t.alex   11/5/2011 12:30:56 PM
NO RATINGS
Maybe he is right. Hmm.

goafrit
User Rank
Author
re: Email to the editor: Chip industry shambles
goafrit   11/5/2011 12:14:54 PM
NO RATINGS
Wow - incredibly. Not much love there...

_hm
User Rank
Author
re: Email to the editor: Chip industry shambles
_hm   11/5/2011 10:21:02 AM
NO RATINGS
This reminds me of Dilbert. May be this way, they will eventually make you work for them.

byt25
User Rank
Author
re: Email to the editor: Chip industry shambles
byt25   11/5/2011 4:25:19 AM
NO RATINGS
What an arrogant ass. You pat yourself on the back for drawing a straight line from July to August to arrive at September, and you excoriate businesses -- naturally reticent in an environment of uncertainty -- for not having all the answers. Sorry to break it to you, but we manufacturers have no magic crystal ball; we can only sell what our customers order and do our best to keep our supply chains aligned with demand. To tell you the truth, we are all scared to death with our customers hemming and hawing and not giving any straight answers to forecast inquiries. We are driving in the fog, and you criticize us for not telling you what curves lie ahead. It is the ANALYSTS' jobs to get the lay of the land, research the various actors in the supply chain, and provide estimates of overall market demand. Don't tell us to do your work for you.

nicolas.mokhoff
User Rank
Author
re: Email to the editor: Chip industry shambles
nicolas.mokhoff   11/4/2011 5:20:10 PM
NO RATINGS
Amen!



Radio
LATEST ARCHIVED BROADCAST
As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
The LTC®6363 is a low power, low noise, fully differential ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...