Problem is most of the world was in "just in time manufacturing" and having no inventory.
Then there were supply issues, and everybody is not only trying to get their hand on the parts they need, but they also try to stockpile some components just in case.
Essentially marked changed completely, and is throwing off all kinds of estimates and people are still trying to figure out what is what.
Buyers are trying to stockpile as much as they can get, I know at least one company that bought run of 50k stm micros, not for any particular project, just in case they will need them.
Hardware companies are claiming they are increasing capacity, but are doing it reluctantly, because they think it will be blown over, and they will have a lot of extra capacity, that they wont be able to sell.
Then there were supply issues, and everybody is not only trying to get their hand on the parts they need, but they also try to stockpile some components just in case.
Essentially marked changed completely, and is throwing off all kinds of estimates and people are still trying to figure out what is what. Buyers are trying to stockpile as much as they can get, I know at least one company that bought run of 50k stm micros, not for any particular project, just in case they will need them. Hardware companies are claiming they are increasing capacity, but are doing it reluctantly, because they think it will be blown over, and they will have a lot of extra capacity, that they wont be able to sell.