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Subject: RE: Papers/analysis on network equipment pricing since
pandemic/banning foreign competition
Okay so I suppose how many years are we allocating mentally for them to take
any action?
From: Mel Beckman mailto:m...@beckman.org>>
Sent: Saturday, July 16, 2022 8:37 PM
To: Forrest Chr
Okay so I suppose how many years are we allocating mentally for them to take
any action?
From: Mel Beckman
Sent: Saturday, July 16, 2022 8:37 PM
To: Forrest Christian (List Account)
Cc: Drew Weaver ; nanog list
Subject: Re: Papers/analysis on network equipment pricing since
pandemic
Drew,
The YouTube channel Asianometry has some good insights into the underlying
supply chain problems:
https://youtu.be/YJrOuBkYCMQ
Deposits that the issue isn’t with leading as chips, as you might think, but
with so-called “trailing edge“ chips: microprocessors and support circuits
that
The underlying problem is silicon Fab capacity. It has nothing to do with
the actual manufacturing of the products once all the components arrive.
If you don't have components for your product, a new order for components
will take a year to arrive just because the factories that turn raw
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