I can't understand how a component supplier would comingle their traceable stock.
EDIT: since this is getting downvotes.
A component supplier would destroy customer trust if they supplied fakes with traceability certificates. It would mean anyone building for aerospace or military or medical or mining or etc etc (all large, multibillion dollar industries) would have to avoid that supplier. So what's in it for the component supplier?
I accept the fakes are common. I accept people bought fakes from reputable suppliers. What I don't accept is that people bought fakes when they asked for traceable components. I don't accept that companies buyign direct from FTDI got fake components.
They raise truly legitimate first approximation concerns about damage to consumers without understanding the long term damage to, again, consumers is far greater when a hard stance isn't adopted on fake hardware. It's the satisfaction of "doing the right thing" in the one case (FTDI) at the expense of never again being able to protect consumers from fake devices by disabling them if identified.
Counterfeiters continue to exist because they are allowed to make money. Stop their ability to profit and they will evaporate as quickly as they popped up. That's what everyone is missing, it's this feeling that the consumer was actually protected by forcing FTDI to pull back when, in reality, the mob created lasting damage to the safety, security and quality of consumer electronics products until someone else has the intestinal fortitude to make a stand, which, given the ferociousness of what is social media today could easily take decades.
Not only is it it a lack of understanding of how the electronics supply chain works, it also represents a lack of understanding of how the economics of fraudulent products works and how it is affecting people, companies and jobs globally.
We need to get very serious about intellectual property protection or Europe, the US and the world will be converted into nothing more than service and agrarian economies in a matter of decades.