I planned to write about the chip shortage. We've had a helium shortage for years. Likewise with an avacado shortage. Now the shortages are getting ridiculous. Shipping container shortage. Toilet paper shortage. Used car shortage; partly due to the chip shortage halting car manufacture. GPU prices have gone up to the extent that used parts exceed the official prices of superior models. Furthermore, GPUs with lead are being illegally sold in lead free jurisdictions. There is a fertilizer shortage and a carbon dioxide shortage. And the
clown shortage is a particular problem if you require an
emotional support clown. Sooner or later, it was going to affect something important. Like chips.
I don't see shortages as a temporary problem. I believe that global supply chains are bifurcating prior to protracted global war. Essentially, where we had one of everything, we now require two of everything - before we blow everything to smithereens and start again.
Arguably, the world runs on
Californian technology. Very arguably, this includes x86, MIPS, Alpha, Z80, 8085, 6502, MC68000 variants, ARM, AVR, RISC-V and Xtensa. However, the majority of this technology is now either developed, manufactured or used outside of North America and Europe. This isn't a problem in a time of peace, trade and prosperity. However, some of this technology straddles East and West with, for example, 65816 manufactured exclusively by TSMC. What happens if supply lines fracture? Most obviously, China wants 100% domestic semiconductor manufacturing. At present, China exports low value semiconductors and imports high value semiconductors - disproportionately from TSMC. China could out-spend TSMC on factory construction and generally make all chip production uneconomic. People are concerned about military invasion of Taiwan; possibly while Russia is busy. Semiconductor capacity is aligned with these objectives but it wouldn't significantly affect supply. A greater concern is a "scorched earth" policy where capacity is destroyed. International chaos would be created with 22 of Aardvark's pulse jet engines and thermite EMP with extra copper. Curiously, this is most likely to work if it uses semiconductors for general navigation and image recognition for the final run. Perhaps this is the Fermi filter.
I have further concerns. 600nm (8 bit) chip fabrication is somewhat isolated from 40nm (Raspberry Pi) or <10nm (phone and GPU). However, shortages and substitutions may cause the complete demise of 8 bit ASIC. Unfortunately, 6502 would be affected first due to it being the simplest design. It is possible but not affordable to fit 6502 into 7680 LUT iCE40. However, with a few doublings of Moore's law, this will be a mid-range part. At this point, designs such as Z80 and 8086 will also be affected. What happens if someone has inelastic demand for 8 bit ASIC and only FPGA can be sourced? It'll be more absurd than the Great DRAM Shortage of 1984 because only chips with *more* transistors will be used as a substitute. It'll also be more acute. In 1984, a disproportionate amount of DRAM was used to play Jet Set Willy and not much else.
More mundanely, I've been adversely affected by the chip shortage almost continuously since Sep 2021. It first occurred when I attempted to buy 74AC161 DIP chips so that I could experiment with
clock stretching above 30MHz. The dodgy market-places don't have anything alleging to be 74AC161 - yet. After paying for reputable parts, I found that Mouser had no 74AC161 DIP chips for six weeks spanning Oct 2021.
In Dec 2021, Sheep20 waited for a spare Raspberry Pi which, admittedly, hasn't been powered. I'm astounded because a major distributor, like Farnell, had 80000 in stock. That sounds like a huge number but Farnell sold 300-800 per day, so that was optimistically five months of stock. Since then, Farnell had weeks of zero stock.
From Mouser, I'm currently waiting for Aries ZIF sockets (28 pin, 32 pin and 40 pin). Estimated delivery has moved forward to Mar 2022. I'm also waiting for 74HC74 DIP and 74HC574 DIP. Estimated delivery has moved forward to Apr 2022. Other varieties of 74HC DIP seem to be mostly unaffected. Apparently, some of Mouser's suppliers may use a placeholder shipping date of one year in the future. I presume this is a formality to avert breach of contract. The dates are often replaced with a six month wait or less.
During the Dot Com boom, people would boast that their website would crash due to high demand. This is an easy boast if you are too incompetent to write efficient software. In the last few months, I've noticed a similar boast about empty warehouses. Again, this is an easy boast if you are too incompetent to order ahead. Don't get suckered by this "any news is good news" strategy. Avoid incompetence and you'll avoid delay.
All of this is annoying because I hoped to make the first
XR2600 board with reliable components but I may have to substitute junk components. Either way, I will be keeping my options open by writing NMOS compatible firmware. The easiest way to test for NMOS/CMOS is the BRA opcode. CMOS follows the unconditional branch. NMOS falls through.
I haven't ordered anything online this year. Despite this, I received 3000 neodymium magnets on Mon 14 Feb 2022 and I received 50 decorative PCBs on Wed 16 Feb 2022. I redundantly ordered PCB business cards from JLCPCB and PCBWay. Both sets were manufactured within two days. One set arrived within two weeks. The other set left China 41 days after manufacture. I'd like to think that it spent Christmas, New Year and Chinese Spring Festival in a shipping container. However, that might be the problem. Companies are hoarding 40 foot intermodal shipping containers and the price has risen by more than a factor of three over 10 years. It is like a corporate toilet paper shortage: there *might* be a shortage so we'll have to buy some now - and that causes the shortage.
I know a little about shipping container brokering due to a former house-mate. I've had some eclectic house-mates and this includes a man who ran a road construction business across three countries in Africa. He'd often send used machinery from North America or Europe - or send it around Africa. He was quite efficient with shipping containers. For example, fitting pieces of a crane around a road surfacing machine. Occasionally, I'd be in our kitchen while he was negotiating with brokers. The way it works is quite simple. You buy the shipping container outright. When it is surplus to requirements, a broker buys it back at discount. It is very much like used car sales. And like the used car market, shortages are increasing prices. In 2012, shipping containers were about USD6000. In 2022, they may exceed USD25000. (Source: ToyWorld magazine, volume 11, issue 5, Jan 2022, page 358.)
Supposedly, prices will reduce when new shipping container factories start production in 2023. I don't believe it. We have supply problems which would vex Milo from Catch 22. This isn't going to be solved with more shipping containers. It definitely won't be solved with
autonomous flying shipping containers - although that's a great way to destroy infrastructure.