On a UPS Ocean Freight webinar now and the APAC and West Coast ports are terrible. The slack in summer from no shipments are trying to be overcome all at once right now and everything is jammed.
"The Pacific Ocean is a parking lot." Over 20 full container ships sitting outside the LA port.
My guess is there are a lot GPUs and CPUs sitting on boats waiting to get into harbor right now.
Only Chinese New Year break will even ease the current issues. Obviously, that delay will only help several weeks after it occurs, of course, because that means fewer ships leaving China and then a couple weeks later fewer ships arriving stateside.
Even booking ocean freight right now is a four week lead time. That's up from 10 days/two weeks.
Everyone was worried about fab capacity. I think the ocean container capacity (and the fact it was hitting during what is typically peak consumerism crush in the States) may be a larger than expected factor in this as well.
Does anyone know if they do final retail packaging here or if they ship in their boxes? Think how much air that is!
On the flip side, of course they get retail boxed there because the costs are probably 1/10th of what it would be to do here, speaking with some experience. Yay, capitalism.