I have been in this industry since 1974 - I can remember the LS, TTL, HCT, HC, NAND, DRAM, Caps - shortages. This ons is very different and scary as it is NOT one type of material it is across the board - Vishay out 26+ weeks, TI 26+ On Semi 26+ NSC 26+ and just becasue you have parts on order it does not mean you will get them. Anyone want to discuss this can reach me at 949-333-5349 and I am happy to share what I know.
I started in this business in 1979 and have seen several of these "shortages" come and go. No doubt there were good reasons and I do not blame TI for how this began. But, their response was to create an even greater shortage and use it to bump prices.
We use a lot of TI as they were one of my favorite go to vendors. We are now purging them as much as possible from future designs and re-spins in order to avoid this. We had this same issue with Maxim back in the late 90's & early 00's. They have yet to find their way back into my designs in any great numbers.
Are you listening TI?
I've been amazed at the TI "shortage". TI has claimed 20 week lead time on parts that have been on order since August 2009, and now say it will be July 2010 before they can deliver. Lead times of 1 year are ridiculous, it's almost as bad as being out of production but without and EOL notice. I've also been spammed by a half dozen parts brokers claiming to have plenty of TI stock. I wonder if brokers are buying up what little distributor stock is available. I used to consider TI a safe part to design in, but no more.