ODROID C2 out of stock
forum.odroid.com
forum.odroid.com
An unusual event?
The time of year?
Or is it a sign of some new (potentially negative?) trend?
Dram and nand fabbing does not use the same process as cpus. Thus it has its own seperate supply and those machines can only be used to make that supply. Thus there is no simple mechanism for the market to self regulate. Unless a maker is willing to idle multi million dollar machines supply is fixed. Which is just another way of saying that a significant portion of the cost in dram and nand manufacturing are fixed costs and thus even if you lose money overall because you make money on the marginal unit you are forced to keep making more units even as you lose money.
Its a tough industry but for now they have a sweet situation going. Provided no new makers enter the market and no existing makers up supply they will keep printing cash.
The factory takes silicon wafers, grinds them down to the right thickness, cuts them up (dicing), bonds wires on, puts them into plastic chip packages, tests them, and puts the finished chips into pretty cardboard boxes with plastic windows that you see for sale in stores.
The testing and manufacturing machines are really expensive. The parent company invested too much in x-ray machines to test BGA chip packages, and almost went bankrupt in the dot-com crash. Management wanted to fire the expensive programmers in the IT department/call centre/automation.
My boss (the founder's son) just finished his Masters in Artificial Intelligence in the US. He wasn't going to let the programmers just leave. So he made a startup company in the same office, spun off, refinanced the loans, and now both companies work together closely but the IT department can also do contracts for other clients to help stay afloat.
Automation tasks are fun when I get them - lots of coding drivers for old hardware in the testing area. Most of the time the factory just keeps running though, so I can do data analysis on the log files to help optimise the scheduling.
Most cards are manufactured at high capacity (e.g. 512GB SD card, 400 GB microSD). When they fail a test, they are "reworked" - the die is cut in half with an electron microscope, and tested again. Thus we get many small cards and a few expensive big cards.
The clients are the people with their name on the SD card, and they're the ones designing the silicon. If they order more, the factory has the capacity. But if the purchase orders are down, we can't make more unless they sell.
tl;dr - It's a market issue, not a factory issue.
Are they actually slicing NAND flash dies, or just unstacking them and disabling defective blocks? (The largest NAND dies so far are 512Gb TLC, which is 64GB, so large SD cards need several dies.)
It reminds me of a talk Bunnie Huang gave at the 30C3. https://www.youtube.com/watch?v=ruEn7TE4YMM https://www.bunniestudios.com/blog/?p=3554
http://crooksteven.blogspot.tw/2011/01/taiwans-export-proces...
And while possibly a bad example in this regard, Apple has a history of reserving whole yearly factory outputs to ensure they have the parts available.
They switched from an 32 bit CPU to a 64bit CPU without changing the board nomenclature. Couldn't they call it Raspberry Pi2-C to help programmers? [0]https://www.cnx-software.com/2016/11/21/raspberry-pi-2-gets-...
https://liliputing.com/2013/03/android-4-2-2-beta-for-the-mk...
It's like the Pi Zero, but came out earlier and has battery management built in. It's a pity that's still out of stock.
http://www.globalsources.com/si/AS/Egoman-Technology/6008825...
Here's an article comparing the two. https://www.cnx-software.com/2017/04/13/40-nanopi-k2-board-i...
21 day lead time.