Mouser is quoting 72-week lead time for a 1N4148 from Diodes Inc
mouser.com
mouser.com
It's not that you can't get parts, you'll likely need to be flexible in packaging. If your surface mount design only needs a few diodes, and you can handle the extra height, you should be able to manually place and solder then glue them to not stress the pads. Obviously this isn't optimal for production runs.
For someone used to just building with the parts available in the parts bins, it's no big deal. For a highly optimized, no stock, just in time manufacturer, your supply chain just became a noose. If you have sufficient other projects, you could idle that project and wait for parts to come in, and focus on something else.
The Diode Inc. price is still elevated from what a 1N4148 "should" cost. Seeing the price spike everywhere else is worrisome.
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That being said: I can imagine some poor sap with some tightly regulated circuitry where they wouldn't be allowed to change manufacturers (see: cars), because every part is technically safety critical.
If you tested, and proven safety, with the Diode Inc. 1N4148, you can't just switch over to Vishay 1N4148.
Given the general discussion of "semiconductor shortage" going on, I feel like this Mouser.com page shows off just how bad things are getting these days.
The 1N4148 diode is still available from other suppliers, but to see a common "jellybean" part like this suddenly start to have supply-chain issues (albeit: only from one manufacturer: Diode Inc) is worrisome to me.
Does anyone else have experience in this field? What's your experiences here? What's going on with less common parts? Are you able to source your components still? Anyone forced to change their designs because of shortages?
The market seems very bullish on the manufacturer [2], Diodes Incorporated. Over the past six months their stock price has gone from around $72 to $99. [3] If lead times are over a year, wouldn't it make sense that a competitor will eventually step in and take some of that market share? If these were high-gate chips, I would understand a barrier to entry might protect Diodes Inc., but for something as simple as a diode I don't understand how they can lock up the market.
[1] https://www.mouser.com/c/semiconductors/discrete-semiconduct...
[2] https://www.marketbeat.com/instant-alerts/nasdaq-diod-consen...
https://eu.mouser.com/c/semiconductors/discrete-semiconducto...
As such, Jellybean parts, like 1N4148, are usually extremely cheap. They have high volume, they're almost always in stock (sans current market conditions), and are relatively consistent across manufacturers.
What we're seeing is an unprecedented spike in prices, and an incredible lengthening of lead-time.
A diode is a semiconductor, but the most __primitive__ and cheapest design ever made. Literally the first semiconductor discovered back in the late 1800s. 1N4148 is the cheapest design. To see a shortage hit this part is rather historic and incredible.
I use them sparingly now, and try not to goof them up!
Octopart has been key in this process but it can't fix supply chain issues like these. Luckily there are drop-in alternatives available for the 1N4148.
Shortages on specialty parts like high power transistors - we often don't have a drop in alternative and end up having to redesign whole PCBs around a different part.
There are other component issues too - long lead times and ridiculous pricing on connectors (amphenol, huber + suhner), but that wasn't too unusual before the pandemic.
https://www.mouser.com/ProductDetail/Diodes-Incorporated/BAV...
That part you listed is an "acceptable substitute" at ~3.5-cents @quantity 3000, or roughly 350% higher price than the 1N4148 "Jellybean" is supposed to be at.
Aka: the "I don't really care about the specs and just want a diode" diode.
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1N4148 diodes are available from many other manufacturers: but from a 400%ish markup.