Ask HN: Is there a chip shortage, constantly updating, status visualization?
Similar to what we had with the Suez canal blockage in March. A reliable place I can go in the morning to see the change / tendency. Thanks
7 comments
It's far more complicated and unlikely.
Many companies and industries, which is taking place over years, with supply/demand mechanics, and lots of private data needed to understand it in detail.
Many companies and industries, which is taking place over years, with supply/demand mechanics, and lots of private data needed to understand it in detail.
For all we know a few choke point suppliers could say let's be like De beers and manufacture more scarcity of something like Neodymium or further down the supply chain buy most of a resource up and sit on it.
Uncertainty of the future supplies could have some companies stockpiling materials so they can keep up with their contracts and not worry about more COVID disruptions to their own operations.
I'm not saying any of that is real but generally there is no public knowledge of supply chain. The secrecy of sales leads, output, and prices might be the only thing keeping them from being undercut or priced out by another company.
Also all the stock market woes for a company if the public found out their output is crippled ahead of any shareholder reports.
Maybe you can get data from something state owned or a trade group insider news?
Uncertainty of the future supplies could have some companies stockpiling materials so they can keep up with their contracts and not worry about more COVID disruptions to their own operations.
I'm not saying any of that is real but generally there is no public knowledge of supply chain. The secrecy of sales leads, output, and prices might be the only thing keeping them from being undercut or priced out by another company.
Also all the stock market woes for a company if the public found out their output is crippled ahead of any shareholder reports.
Maybe you can get data from something state owned or a trade group insider news?
Some countries have a production index like: https://tradingeconomics.com/united-kingdom/manufacturing-pm...
Possibly you can find something similar for the most likley countries and maybe by industry/sector.
Possibly you can find something similar for the most likley countries and maybe by industry/sector.
The only possible kind of dashboard would be something around the price of the thing you are most interested in. There is not clear public data on actual supply numbers for obvious reasons
https://www.digikey.com/en/resources/reports/lead-time-trend...
It's not a fancy dashboard, but has the most granular and up-to-date info that I've seen specifically for chips and electronics so far.
It's not a fancy dashboard, but has the most granular and up-to-date info that I've seen specifically for chips and electronics so far.
Check out https://www.z2data.com/ for a more detailed analysis. Though this is a paid service.
Funny you should ask. I just had a meeting with sales person from https://www.z2data.com/ today. They provide all sorts of analysis per part and at the BOM level including risk analysis of the specific item and company.