Are chips in warehouses the prime cause of the shortage? No. Demand is higher.
1/ A orders chips. Supplier says "supply is getting tight." A triples order to store them in a warehouse. Supplier tells other customers supply is even tighter. They order extra chips. Quickly there are more chips in warehouses than toilet paper in garages during the pandemic.
Are chips in warehouses the prime cause of the shortage? No. Demand is higher.
I'm skeptical that this increase in chip demand is "transitory."
Fabs and backhoes don't increase with Moore's law. https://t.co/m7ZreQTzow

Software can't expand faster than the chips and memory that enables its magic.
Broadcom's CEO believes chip production is a mature industry that will return to lower growth. I disagree in the medium term at least. https://t.co/RXlaj4Vk6u
More from Ideas
Today I hired a virtual personal assistant to go through my emails and pay lingering bills and follow up on various invoices and make my doctors appointments and mail several things and guys
why have i not been doing this the whole time it took her three hours and it was $70.
this is the life hack i did not know i needed as an absolutely drowning and burnt out millennial who cannot figure out how to just open an envelope and pay a bill because it drains me of my will to live
I have finished my day and i am completely caught up, signed up for paperless and recurring billing, have mailed a dozen thank you cards I wrote and just ... never took to the post office, and gathered my tax information to submit.
like, why didn't anyone tell me.
you can find bonded, experienced people who do this for a living on https://t.co/4OpHGkl8Nq and they charge between 15 and 25 dollars an hour. I have canceled a variety of online memberships I don't use enough so that I can pay her to come back every other week. I am thrilled.
Props to my mother who looked at my "here's the box I put shit I can't bare to deal with right now" box and said "Have you considered hiring a personal assistant? They are cheaper than you think."
BLEW MY GD MIND.
why have i not been doing this the whole time it took her three hours and it was $70.
this is the life hack i did not know i needed as an absolutely drowning and burnt out millennial who cannot figure out how to just open an envelope and pay a bill because it drains me of my will to live
I have finished my day and i am completely caught up, signed up for paperless and recurring billing, have mailed a dozen thank you cards I wrote and just ... never took to the post office, and gathered my tax information to submit.
like, why didn't anyone tell me.
you can find bonded, experienced people who do this for a living on https://t.co/4OpHGkl8Nq and they charge between 15 and 25 dollars an hour. I have canceled a variety of online memberships I don't use enough so that I can pay her to come back every other week. I am thrilled.
Props to my mother who looked at my "here's the box I put shit I can't bare to deal with right now" box and said "Have you considered hiring a personal assistant? They are cheaper than you think."
BLEW MY GD MIND.