i'm sure you all see it or hear about it. there is a shortage in silicon (integrated circuits, not the actual mineral). and there is one (at least) in every network box out there. it's the CPU, the GPU, the NPU, the NIC, the chip on your optical transceiver... it's the whole network... whether you build your own network or take your business to the cloud, fixed or mobile, open or locked, disaggregated or monolithic. lead time for delivery looks bad. rumor is that an order placed in Q4 of 2021 will be delivered in 2023 (yes. 2023).
so i am asking, are you feeling this already? what is being done due to this situation? are chip makers stockpiling inventory? are system makers doing the same? are operators doing the same? is this a part of the 5G/COVID conspiracy? (i'm joking on this one...)
WDYT?
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