Do you guys have any idea what a realistic lead time is for BX-AD and BX-DA modules? I've had some ordered since February and the AD website keeps moving the availability date out. As of this morning it's listed as 9/20. I didn't know if you guys had any better information on parts availability and lead times.
There should be a decent pile going out shortly. After that, we're not sure. We have no parts, and haven't gotten significant quantities for a year or so.
There is hope though.
Through a minor miracle, I was put in contact with someone very high at Intel. I won't be specific, but his title is a 3 letter abbreviation, so he's in pretty rarified air. Following our discussion, there was some downstream chatter that leads us to believe we might do better in the Q3 allocation. The Q3 allocation report was supposed to be out mid June, so I expect to hear something shortly. Intel has been told repeatedly how important these parts are to Host, ADC, and our mutual customers. They understand that our products are used in many things critical to infrastructure and manufacturing. Now we wait.
We have pursued a redesign of analog modules that would eliminate our dependency on FPGAs. We are not pushing it further until we see what happens for Q3, but we think the design is viable. If we get bad news, we'll expedite it.
About 90% of Host's revenue comes from products that use Intel FPGAs. Nobody is enjoying this.
Topic: Realistic Lead Times (Read 30430 times)