Re: Any sign of supply chain returning to normal?

[Shane Ronan <shane () ronan-online com>]

Who are you buying servers from, because I'm going on a year waiting on
servers from HPE, and about 6 months on servers from Dell, although
that may have to do with the types of NICs I need.
I'm told HPE is holding back capacity for some of their large "Government"
contracts which have stiff performance penalties.

For the last year and a half, I have been working on fitting out a $20
Million dollar telco network lab (x86 and network gear), and while I work
for a VERY LARGE company, we can't even get escalations with the vendors.
In fact about 6 months ago, we were told that Juniper, Cisco and HPE all
stopped accepting VP level escalations, which can normally get you ahead of
the line.

Juniper has definitely been the worst in terms of delivery, I have
equipment from them which was ordered last March and has delivery dates as
far out as September.
I tried to order a pair of AC power supplies for a Nexus 9K last week and
was told delivery was quoted as 55 weeks, so maybe Cisco is no better.
About a month ago, I had a quote from Extreme Networks for a pair of 1G
switches, and before I could submit the order, they came back and raised
the price almost 20%, so it seems some vendors may be trying to reduce
demand by increasing prices.
And don't even try to order an ACC100 Accelerator card, many vendors have
simply stopped accepting orders.

It is definitely going to get worse before it gets better.

Shane



On Fri, Apr 22, 2022 at 6:58 PM Tom Mitchell <tmitchell () netelastic com>
wrote:

> Go virtual.  x86 servers are still 5-8 weeks from our usual suppliers,
> although some NICs are 12 weeks and DC Power Supplies are also
> 52-weeks/'no-idea'.
>
> -- Tom
>
>
> On Fri, Apr 22, 2022 at 6:21 AM Ryan Wilkins <ryan () deadfrog net> wrote:
>
> > A company I work for designs a lot of our own hardware and we’ve had a
> > number of critical components go EOL suddenly and without warning, such as
> > FPGAs, ADCs, clock generators, and SOMs just to name a few.  Just a few
> > weeks ago we were informed that a large order of FPGAs was not going to be
> > filled at all and the order was cancelled.  Of the parts that aren’t EOL
> > (yet), many have 52-week lead times which is just a place holder for “we
> > have no idea when we’ll get these” and not an actual delivery estimate.
> > Older product lines and lower volume product lines are being cancelled.  We
> > had an ADC go EOL because the only factory in Japan making this part burned
> > down so not necessarily related to what we think of as supply chain issues,
> > but it is of a different sort.
> >
> > > On Apr 22, 2022, at 8:50 AM, Joe Freeman <joe () netbyjoe com> wrote:
> > >
> > > 
> > > Basically, anything that uses Broadcom or other commodity silicon is
> > currently 55+ weeks out according to most of the vendors I work with.
> > Custom Silicon is a bit better or so I'm told, but I've not had to order
> > much gear with custom silicon lately, so I've not got a clear read on lead
> > times there.
> > > I wouldn't be surprised to see some recent gear go End of Sales early
> > just because of component shortages and fabs moving to produce the more
> > in-demand parts over older less profitable parts.