Rochester Electronics and ON Semiconductor - Page 1
Forum section: electronics / projects

author: tszaboo
author_rank: Super Contributor
timestamp: March 24, 2020, 10:47:39 am
content: I'm seeing this manufacturer more and more. By the looks of it, ON semi made half their portfolio obsolete, and this company is selling the remaining stock. Also ON semi stock seems to be in a free fall mode, Went from 25 USD to 10 in a month. Are they done for? After they bought Fairchild and broke all the promises?Does anyone have any info on whats going on?

author: graybeard
author_rank: Frequent Contributor
timestamp: March 25, 2020, 12:43:24 am
content: It seems that all manufacturers are now quickly obsoleting all DIP and other packages with leads. This trend has seems to have accelerated in the past year.This trend has forced me to learn how to solder surface mount parts myself so I can use them for my home projects. At work I have technicians who do all of my soldering for me.

author: graybeard
author_rank: Frequent Contributor
timestamp: March 25, 2020, 12:52:53 am
content: Quote from: NANDBlog on March 24, 2020, 10:47:39 amI just looked and Texas Instruments Stock (TXN) follows an almost identical trend.

author: T3sl4co1l
author_rank: Super Contributor
timestamp: March 25, 2020, 01:42:47 am
content: *Cough*, "stock falls in 1 month" isn't a particularly meaningful revelation at this time in history.Tim

author: oPossum
author_rank: Super Contributor
timestamp: March 25, 2020, 01:47:47 am
content: Quote from: NANDBlog on March 24, 2020, 10:47:39 amhttps://www.rocelec.com/products/rochester-products

author: DaJMasta
author_rank: Super Contributor
timestamp: March 25, 2020, 02:01:05 am
content: Quote from: NANDBlog on March 24, 2020, 10:47:39 amAt least in terms of the stock prices..... have you heard of the coronavirus?

author: jklasdf
author_rank: Regular Contributor
timestamp: March 25, 2020, 02:35:03 am
content: Rochester's entire business model consists of stocking end-of-life parts and providing some level certification/traceability for these parts (at a huge markup of course). I've bought parts from them before for Maxim parts on an old board that we didn't want to re-design, and I think they're an acceptable solution for extremely-low-volume boards that need end-of-life parts. They're official distributors for a surprisingly large number of IC manufacturers:https://www.maximintegrated.com/en/aboutus/contact-us/distributor-offices.htmlhttps://www.onsemi.com/support/sales?location=USA|Massachusetts&channel=disthttp://www.ti.com/info-store/distributors.htmlhttps://www.analog.com/en/about-adi/corporate-information/sales-distribution.html

author: tszaboo
author_rank: Super Contributor
timestamp: March 25, 2020, 12:57:09 pm
content: Quote from: T3sl4co1l on March 25, 2020, 01:42:47 amDropped the most in February, after their earnings report. I dont think this is just the coronavirus.They also want to sell entire fabs.Quote from: graybeard on March 25, 2020, 12:43:24 amIt is not just the DIP packages. They obsoleted most their EEPROM portfolio, Some of them had 2 million pieces in Digikey stock. And the diodes. And the transistors. And so on and so on.

author: DaJMasta
author_rank: Super Contributor
timestamp: March 25, 2020, 02:38:50 pm
content: Quote from: NANDBlog on March 25, 2020, 12:57:09 pmBut February was the full lockdown mode in China and the evidence of spread elsewhere. According to wikipedia, they've got a number of production facilities and labs in effected areas. According to their 2019 4th quarter earnings report, they expanded capability in the prior year without the revenue keeping up, and they expected a modest dip at the beginning of 2020 before recovering. Given the Feb 3rd date on the call - that's probably your direct smoking gun:https://www.fool.com/earnings/call-transcripts/2020/02/03/on-semiconductor-corporation-on-q4-2019-earnings-c.aspxI'd like to take the chance to emphasize that the stock market does what it wants and reacts excessively to factors that are perceived to make stockholders less money, it's not a direct indicator of company health or viability and it's not a great representation of economic health.

author: tszaboo
author_rank: Super Contributor
timestamp: March 25, 2020, 04:59:34 pm
content: Quote from: DaJMasta on March 25, 2020, 02:38:50 pmYeah, but the fact is that big part of their portfolio is now obsolete according to Digikey.And it appears as Rochester as manufacturer.And all this happened overnight. But not just to On semi, I see parts from others as well. So right now, Rochester has 41000 ICs listing on Digikey. Two weeks ago, I didnt even know their name. Look at this news:https://www.rocelec.com/newsThey place news without date (dick move) but there is 2019 Holiday Schedule. Lets assume they did that end of last year. Since then:-The Continuous Source For Maxim Integrated-The Authorized Source for Infineon Technologies-The Continuous Source for Cypress Products-The Continuous Source For ON Semiconductor - Over 7 billion ON Semiconductor devices in stock-The Only Authorized Source of Texas Instruments End-of-Life Semiconductors - Rochester has over 1.5 billion Texas Instruments devices in stock-Now Providing Linear Technology End-of-Life ProductsAll I'm seeing is that the major players are obsoleting their part numbers. Digikey has 800K part numbers, 5% of them is now suddenly from Rochester.

author: graybeard
author_rank: Frequent Contributor
timestamp: March 25, 2020, 09:58:21 pm
content: It is a bit scary that now this one place is the only source for many old parts. Rochester Electronics is now just one local disaster away from screwing many companies legacy products forever.

author: coppice
author_rank: Super Contributor
timestamp: March 26, 2020, 12:38:17 am
content: Quote from: jklasdf on March 25, 2020, 02:35:03 amRochester do more than just act as an end of life stockist. They do things like hold bare die for many things under strict environmental control, so they will stay fresh for years, and package and test them as necessary to meet demand.

author: coppice
author_rank: Super Contributor
timestamp: March 26, 2020, 12:44:36 am
content: Quote from: NANDBlog on March 24, 2020, 10:47:39 amSome semiconductor makers drop older parts in a very casual way. Others are very reluctant to drop anything. The latter group often reach the point where market conditions mean they have to bite the bullet and accept that if they only ship a few hundred or a few thousand of a part each year, they really can't economically carry on with that part. That can mean a long list of parts moving to someone like Rochester Electronics. Its not usual. On the other hand stock dropping from 25 buck to 10 during a period where most stocks only dropped 30% is worrying.