Can anyone speak to the details of what is happening in the supply chain for this particular part series? (1N4148 [1])
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...