We have noticed that many manufacturers’ maximum lead times have expanded since our last update.
A prime example of this would be STMicroelectronics (ST), Europe’s biggest semiconductor firm and a major manufacturer of analog, discrete, memory and microcontroller parts. ST has increased their longest lead time to forty-two weeks, a four-week rise compared to our previous data.
NXP has also been plagued with lead time issues. Some lines being quoted alongside a thirty-nine-week wait, a substantial rise of fifteen weeks.
Looking at individual product sectors, there has been a lot of fluctuation in the discrete market and the availability of standard logic parts remains tight. Meanwhile, due to extremely high demand, franchise distributors are now insisting that customers provide a long-term purchasing plan in order to secure and receive stock of certain MCU and DSP lines.
The market situation for analog parts remains tough, with some lead times in excess of twenty weeks. However, there has been little change since the end of summer.
The delivery situation still remains extremely tight, with ST and Toshiba both posting lead time rises in recent weeks. Toshiba’s increase is noteworthy as the Japanese manufacturer has nearly doubled the average waiting period for its Power MOSFETs from twenty-four weeks to forty.
There is some good news for purchasers, however, as both ON Semiconductor has reduced its maximum lead times for discrete devices to twenty-nine weeks, down from last month’s high of thirty-five.
The overall availability of DDR3 devices remains constrained, with Micron’s most popular lines still on allocation. Toshiba’s NAND flash components are also on allocation and will likely to remain so for the foreseeable future.
Elsewhere, there is overall stable pricing and solid availability.
Toshiba has upped the lead times for its Coupler devices to a maximum of forty-four weeks, a substantial twenty-week increase when compared to our previous report.
The Japanese manufacturer’s decision is at odds with the rest of the sector, as general availability and lead times have remained stable.
DSP & Microcontrollers
Microcontroller lead times are still increasing, albeit at a gradual rate. The sole exception to this trend is NXP, with the Dutch semiconductor firm taking steps to increase the lead times for its 32-Bit devices to thirty-nine weeks.
Many franchise channels are requiring long-term demand information from OEMs and CEMs in order to secure stock for pre-determined delivery dates. We would advise anybody who will be purchasing DSP & Microcontrollers in the near future – or have an immediate shortage issue – to explore alternative procurement avenues, such as independent distributors.
Lead times have remained static since our last update.
Due to tight market conditions, both Nexperia and ON Semiconductor have increased their lead times by six weeks. There is no sign of an immediate improvement in the coming months, so we would recommend that you plan accordingly.
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- On November 22, 2017