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February 2000

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Subject:
From:
"Stephen R. Gregory" <[log in to unmask]>
Reply To:
TechNet E-Mail Forum.
Date:
Fri, 4 Feb 2000 22:01:02 EST
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Hi ya'll,

Well, it seems from the non-response of the suppliers of this commonly used
component (I'm sure that they subscribe to the TechNet as well...) they are
at a loss for an acceptable explaination, or have something that they don't
really want to talk about as far as the current shortage of tantalum
capacitors.

I'm not suggesting anything, but I wonder why someone from their industry
hasn't stepped-up and set us all straight about the shortage? It's readily
apparent that there is some serious problems, not only with tantalum
capacitors, but with the whole supply chain of many different components.
Years ago it was DRAM, which was somewhat understandable seeing how the
demand of memory was increasing at a exponential rate, and yield of the dice
was around 50% (from what I've been told...don't have any direct knowledge).

Me thinks that component suppliers have finally realized that they can they
manipulate the market by adjusting the supply...then justifying pricing via
"bean counting" babel... I know I'm talking without the big picture of
things, but I would have never thought that capacitors would ever be a
critical component. But you can bet your bottom dollar  that it's going to be
in the next couple of years!

How many boards that you know of that use tantalum capacitors? In my
experience, every single board that we build here uses them! So it looks like
Tantalum capacitors are going to become the DRAM (so to speak) of the new
millenium...(can't build a complete board without them, right?)

Buy stock in Kemet, AVX, Koceyra, Murata, and any other capacitor
manufacturer that you can think of, their next financial reports will be
gleaming....

-Steve Gregory-

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