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Last Updated 1/31/2023

Demand is on the rise, as constrained supply is lengthening lead times and increasing pricing. For the foreseeable future, competition among manufacturers for in-demand products will remain fierce.

The Industry Insider will help you stay ahead of shortages and market trends before they affect production.

For more market intelligence, check out our quarterly manufacturer update page here  

MFRS MARKET TREND AFFECTED COMMODITIES

Abracon

Lead times have extended to upwards of a year due to raw material shortages. Parts starting with ASE have lead times over two years.

Last time buy for the E526 series will be in February. 

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Advanced Micro Devices Inc. 

AMD is reportedly following in Nvidia’s footsteps and relocating logistic centers from Hong Kong to Taiwan. 

Following increased adoption of AMD CPUs in Thailand and India, AMD is increasing focus on these markets. 

In addition, AMD has released the 4th generation of EPYC server CPUs.

In accordance with a dual-source strategy, AMD is continuing to outsource production of older products to GlobalFoundries and Samsung. Read more here. 

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Sales and demand for GPUs have dropped. GPU supply has also not improved as production is decreasing due to workforce shortages. GPUs, especially, the 4090, 4080 and 4070, are predicted to be short. Recovery will likely take until March pending full production resuming. 

Finished Products

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Taiwan has passed the Chips Act, which aims to promote chip making technology staying in Taiwan. Read more here. 

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In compliance with U.S. guidelines, Dell is working towards no longer using semiconductors made in China by 2024. Suppliers have been informed that they should reduce their reliance on Chinese made products as well. If suppliers do not follow these new measures, they will lose their business with Dell. Speculation is that Dell is planning on having 50% of production take place outside of China by 2025. Read more here.

China is advancing its hi-tech self-sufficiency by creating an international sourcing platform for semiconductors and other electronics components amid U.S. trade restrictions. Located in Shenzhen’s Qianhai economic zone, the Electronic Components and Integrated Circuits International Trading Centre Co. received its business license on December 30th. Read more here.

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Chinese New Year will begin the third week of January, which will greatly impact the electronic component market as shipping and production based in China will be shutdown. EMEA and US markets should prepare for lead times fluctuations until business resumes after the holiday. 

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Leading auto groups and car manufacturers have warned that the increased adoption of electric vehicles will result in the global car industry suffering further semiconductor shortages next year. Onsemi has already “sold out” of silicon carbide chips until the end of 2023 following increased demand. Automakers expect that interruptions to microchip supply will force them to cut fewer than three million vehicles from 2023 production schedules. While this is a significant improvement from the cuts they’ve been forced to make in prior years during the shortage, they still hope to receive increased support so that number can shrink even further. 

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Three-quarters (76%) of semiconductor executives expect the industry’s supply chain challenges to ease by 2024, yet companies need to be prepared to withstand other market pressures by focusing on investments that will help drive future growth, according to a new study from Accenture. 

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Shortages of ICs and chip component materials have resulted in lead times for switches being extended to 8 – 12 months. The most affected Mellanox switch series are 7800/7890 series. 

Finished Products 

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Power Management IC suppliers expect inventory correction to end by 2023. This is expected in the beginning of the year across the industry supply chain, except for automotive applications, which will likely take until Q2 of 2023 to recover. 

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Shortages of photomasks are worsening. This may impact mobile system AP, GPUs and autonomous driving sensor ICs. Read more here. 

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Solar panel industry customers are facing shortages with inverters and optimizers, resulting from a lack of components within the companies producing the parts. 

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ASML CEO said that the “excessive regulatory measures” put on the Netherlands and Japan may lead to a decrease in chip availability and higher costs due to a “less efficient infrastructure.” 

Read more here 

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Analog Devices / Linear 

Shortages continue for automotive and server series, with lead times between 70 – 80 weeks. General delivery backlog is unstable and has resulted in decommitment notices across multiple series. However, consumer series supply is improving as demand weakens.   

ADA series amplifiers currently have lead times over 90 weeks with supply from the manufacturer still unstable and in high demand from customers with automotive audio applications.   

ADA4XXX lead times are over 40 weeks.   

Lead times have worsened and are now between 60 – 80 weeks. Parts experiencing the most demand are at or above 90 weeks.  

Demand for Linear parts has decreased in comparison to demand for ADI. Linear is mainly focused on power items, which previously occupied around a 10% market share. The target groups for these products are mid – high end customers. However, pricing for both manufacturers is generally on a downtrend, particularly for power related parts. 

Remote items are currently short as production capacity is limited. To meet demand, AD is expanding their plant in Penang. Despite the recent dips in demand, reports indicate that delivery for ADI is still constrained and not improving. It is unlikely that customers will be receiving deliveries within the first two quarters of 2023. 

LT series are short in the market and lead times are stretched to 53 weeks or longer. 

Restrictions are increasing for distributors selling stocks to the open market. ADUMXXX and LTCXXX pricing has decreased since Q3 due to manufacturers delivering stock in large quantities. 

Decommitments have been issued for the ADSP series and purchase orders have consequently been pushed out to the end of 2023. 

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ASML

Shipment delays are impacting ASML which could intensify semiconductor shortages if manufacturers are unable to meet production schedules. 

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Broadcom Inc. 

Average lead times are now at or above 50 weeks, with the backlog of orders continuing to grow for manufacturers. Read more about factors driving demand here. 

The BCM84858 and BCM82792 are both very short in the market with limited allocations and prices are trending upwards. 

Supply for BCM89883B1BFBG is constrained and lead times are stretched over 50 weeks. 

On average, prices increased between 5 – 10% have been issues across certain series. In particular, the PEX86xx increased by 7% while the PEX87xx series is up 14%. The BCM series increase is overall around 6%. 

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Finished Products 

CPU 

Cosel


Power supplies (SUCS1R52405B, SUCS102405B and SUCS31205B) are seeing lead times extend beyond two years due to lack of materials and a bulk of backorders. Power modules AC – DC are at one year. 

Lead times for power supply and SU series are stretched into Q1 of 2024. 

Shortages of DC/DC converters are worsening, and lead times are now up to 2+ years. 

Shortest reported lead times for DC/DC converters are now extended to May 2023. 

Finished Products 

Cypress

 

MCUs and Flash parts are short in the market due to extensive lead times. Direct stock from the manufacturer is currently highly subject to allocation. 

Lead times are generally extended to 39 weeks. 

S29 and S25 series are experiencing increased market demand in comparison to Cypress MCUs, such as the CY8C, CY2, and CY7C series. 

The CY90F345CASPFR and MB90F345CASPFR series is approaching their last time buy. Cypress has been seen decommiting on these parts. 

The CY91F524FSDPMC series is also in critical supply as OEMs cannot find a source and are stopping lines. 

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Delta Power Supply 

Lead times for converters are extending. AC/DC convertors are at 50 weeks while DC/DC convertors are extended to 70 weeks. 

Finished Products 

Diodes Incorporated 

 

Power MOSFET lead times are currently stretched to 100+ weeks. 

Standard lead times range between 40 weeks and up, with high demand parts impacted by raw material shortages stretching above 100 weeks. 

Pricing is increasing for switching regulators and lead times are between 25 – 24 weeks. 

Lead times are now within one year for commercial series as demand from end customers is decreasing. 

Supply of power MOSFETS is beginning to improve, but lead times are still at or above 52 weeks. 

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Finisar 

Customers have received pushback on shipments, mainly due to the IC shortage constricting supply and production not operating at full capacity. Standard lead times are at or above 40 weeks. 

Finished Products 

Infineon

 

Allocation of Infineon’s MCU series for industrial applications (particularly XMC series) is currently very difficult to secure. Lead times are up to 99 weeks. 

The IR3863, IR3891 and IR3883 series are still highly subject to allocation. Usage for these parts is mainly linked to Altera FPGAs and help with motorizing networking, industrial automation, radars, or wireless infrastructure applications. Lead times are up to 99 weeks. 

Prices are increasing for sensors and switching regulators. Sensor lead times are between 18 – 52 weeks and regulator lead times are between 40 – 52 weeks. 

On average, lead times are around 30 weeks. Due to a decline in orders, manufacturers are reducing capacity. 

Lead times for MCUs, such as the MB9-series, are extended beyond a year. Additionally, OptiMOS MOSFET series for automotive applications is experiencing constrained supply. As of now support is only particularly available for customers FCST, but capacity problems will remain through Q1 2023. 

Lead times for Optiga TPM (Trusted Platform Module) series is 52+ weeks. 

High voltage parts are seeing lead times in the 30 – 40 week range and are expected to be short through Q1 2023. Several TLE parts also in shortage. 

Allocation for 2023 is fully booked, but manufacturers can only fulfill 70% of the total amount needed as shortages are ongoing. Infineon’s CEO has stated that despite a brief respite were supply improved at the end of 2022, shortages will persist well into 2023. 

Supply of industrial and consumer parts is improving while automotive parts are still in shortage. TLE5012BDE1200 remains critically constrained. 

Production capacity for IPD/IPB/IPP, excluding the SAK series, is forecasted to remain low in Q1 and Q2 of 2023. Average lead times are around 45 weeks. 

ATV automotive demand continues to rise, while commercial and industrial demand are levelling out. SAK-TC series MCUs are facing shortages that are expected to last through Q2 as demand is currently outweighing available supply. Pricing is unstable. 

Infineon’s High-Reliability DC-DC converter business was recently acquired by Micross Components Inc, a leading provider of high-reliability microelectronic product and service solutions. Micross Components services verticals like aerospace, defense, space, medical and industrial. Read more here

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Infineon 

Vishay 

OSRAM

On January 6th, 2023 there was a fire in Wuxi, China that affected production and delivery for Infineon and Vishay. While the full extent of the fire is not yet known, the factory did contain 2 production lines for Vishay and is partnered with OSRAM and Infineon. The damage could result in at least a five month delay. 

A comprehensive report of affected series is still pending. Read more here. 

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Intel Corporation 

Altera 

Intel is struggling to secure fan and heat sink stock which is causing supply issues within the desktop market. 

The SRH3A (i5-10500) will be EOL in March 2023. 

Shortages of the D3-S4510 M.2 series are worsening, with customers reporting that they are unable to secure allocation from manufacturers. The constrained capacity is likely due to supply issues stemming from the transition from Intel to Solidigm.  

Supply of the XXV710 is constrained, with no available allocation. Production of the 25G 710 series will soon stop as Intel is unable to compete with other manufacturers. 

Intel has confirmed that Alder Lake will be compatible with the existing 600 series chipsets. Older coolers will also be compatible with the new Raptor Lake motherboards. Raptor Lake will support DDR4 and DDR5. 

Pricing for the Ethernet Chipset 219 and 225 series may see an increase of approximately 7% in Q1 2023. 

Lead times are stretched to around 52 weeks for both Intel and Altera, with manufacturer direct stock highly subject to allocation. 

EP3C/4C series are seeing increased demand and lead times are now at 52 weeks or higher. Shortages are also impacting 10M16/25/50. 

Intel may extend their cancellation window past 60 days in 2023 due to customer’s ongoing inventory and order corrections. This comes after continuous overbooking that has occurred within the past several years. The updated cancellation window is reportedly 90+ days. 

Intel has confirmed entirely new Microarchitecture for Lunar Lake. Read more here 

The S4510 series will reportedly be completely EOL by the end of Q1. 

Additionally, the 12th Gen Alder Lake price increment is reportedly up to 10%. 

Allocation of Intel’s Max V is limited and supply is consequently constrained. 

CPU 

Finished Products 

Intersil

Lead times are improving and have contracted from the highs of 52 – 78 weeks to 36 – 40 weeks in general.  

Depending on the product line, parts with TWxx and ISLxx series now have lead times around 20 weeks.  

In the new year Intersil will see an incremental price increase around 10 – 15% on average, including power and general models. Old MPNs, ICLxx and ELxx series pricing will increase by 20%. 

Lead times for MCUs are not improving and are, on average, extended to 40 weeks. MCUs are currently only available for end users and lead time orders only. 

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Lattice Semiconductor  

Only limited stock is available for SII series parts. 

Manufacturers are now closely controlling distributor’s inventory. However, as suppliers push to clear out inventory, prices are decreasing slightly. 

There are no improvements on lead times and supply from the manufacturer. Lead times are currently between 50 – 60 weeks. 

LCMXO3 and LC40 are in shortage with lead times around 45 weeks. 

Following historically high demand in 2022, FPGA lead times were heightened and reached beyond 99 weeks. The shortage is showing signs of easing as supply is beginning to stabilize. However, production is still working to fully meet the needs of the order backlog.  

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Maxim/Analog Devices  

Automotive demand remains strong as production has decreased. MAX 40, 44, 96 and 99 are suffering shortages. 

Lead times for the Maxim MAX4373 have extended to 60 weeks. Lead times for the DS series have not improved and are around 50 weeks. 

Automotive parts are in short supply due to the manufacturer strictly providing allocation for tier 1 end users or tier 1 distributors only. Workforce shortages are also putting additional strain on production, which is struggling to meet the demand of ongoing orders. 

Alternatively, supply of commercial parts like the MX14XX series and DS24XX series are stabilizing. Lead times are between 18 – 24 weeks. 

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Melexis

 

Lead times are now more than one year. The Korean open market has particularly constrained stock due to manufacturer and end customer regulations. 

Another round of price increases will be taking place in February 2023. News of the exact percentage increase is still pending. 

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Mellanox

 

Supply has not improved for Mellanox, and new order lead times are between 32 – 48 weeks. Enterprise customers are now putting in purchase orders for next year. 

Current lead times for Mellanox items, including switches, transceivers and network adapters, are over a year. 

The MCX5 and MCX6 series are still the high runner models for Mellanox Network Cards. Demand for the MCX7 series is low and lead times are varied. Overall supply is healthy. 

Finished Products 

Microchip Technology 

The ATSAMA5D series has lead times up to 100 weeks and, with no support from manufacturers, this is likely to extend further. 

EEPROM is currently experiencing heightened demand. Last reported lead times for EEPROM components was 52 weeks. 

PIC16F and PIC18F remain short in the market while lead times from manufacturers are currently around 50+ weeks. 

KSZ and LAN pricing remains high due to elevated demand and low supply. Availability of the USB series is improving, and pricing is currently on a downward trend. 

Distributors are facing pressure to reduce inventory of common parts like MCP-xxx and PIC-xxx series as many customers are pushing out delivery dates. Additionally, competitors have yet to release lead time orders since most of these common parts have stable lead times and not seeing much demand. 

Lead times are stretched to 50 weeks but are expected to improve next year as manufacturers are releasing more parts. 

Lead times are worsening for the ATMEL SAM series and ATMEGA series due to raw material supply issues. Microchip is now only accepting NCNR orders and lead times are above 50 weeks.  

Allocation for the high value ATMEL AT-xxx series is becoming increasingly difficult to secure. Lead times for this series are also at or above 50 weeks and prices are fluctuating. 

ST Micro and Microchip are reportedly increasing their handling fees. Details and official notice are still pending. 

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Micron Technology, Inc. 

Last time buy for the 5300 series will be January 31st, 2023, with last time ship on July 31st, 2023.   

Following decreased demand, which is forecasted to continue, Micron has announced a 10% staff reduction. Read more here. 

Micron 5300 SSD series is now EOL. 

New DDR5 memory modules with 24G and 48GB capacity have been introduced to the market. The modules are compatible with both AMD EXP and Intel XMP 3.0. They are designed for desktop PCs running AMD's Ryzen 7000-series and Intel's 12th and 13th Generations Core processors. 

NAND Flash 

SSD 

NOR Flash 

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Finished Products 

Memory 

Mitsubishi Electric 

The PSS series, 30A is currently short. Supply of the 15A is also constrained, but more readily available than the 30A.  

Additionally, the PSSxxSA2FT is also short, and there is no available supply for the PSS15S72FT, PSS30S92F6-AG and PSS20S92F6-AG models. 

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Nexperia

Package SOT-666 is experiencing supply issues due to less production capacity and increased demand. Supply is not predicted to improve as there are no plans to expand manufacturing. 

Average lead times are about 10 weeks, but MOSFET shortages are extended to between 20 – 30 weeks and maintaining higher prices. 

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Nichicon Corporation 

Lead times for UCV1V221MCL1GS is now more than 90 weeks.  

Nichicon recently announced that there will be a 6% price increase from Q1 2023 onwards. 

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NVIDIA

NVIDIA has suspended sales of their high-end AI GPUs in China and only have until September 2023 to fulfill all current orders. Hopper H100 GPUs can also be supplied through Hong Kong before September 1st, 2023, so customers have at least one year to finalize their orders. These will likely be fulfilled within two to three months, starting with the latest batch of GPUs. Historically, lead times were between five to six months. 

The RTX4090 cable melting issue has yet to be fully resolved and customer are exploring RTX4080s as an alternative since the RTX3090s are going EOL. For overall GPU supply, lead times are between three to four weeks for PCB boards and two to three weeks for cooler parts. 

The RTX A6000 is in shortage and there are no incoming shipments as production is likely preparing for the launch of the next generation RTX 6000 ADA. 

The RTX 6000 ADA will arrive in March. Nvidia A6000 may continue to be short as demand is higher than what was forecasted and Nvidia may cut supply for the next gen launch. 

The estimated price for the A6000 ADA is 30% higher than the A6000 and demand has consequently suffered as customers are hesitant to make the transition to the more expensive model. Additionally, RTX 4090 demand is lower than expected as customers still favor the 3090 due to pricing. 

The RTX 4090 (GeForce RTX 4090 Gaming x Trio 24G), is experiencing heightened demand in Japanese markets. Manufacturers have struggled to meet the increased number of orders and currently do not have enough supply to match demand for Japanese markets. 

GPU 

Finished Products 

NXP

High demand parts from NXP are seeing lead times extend well into 2023, particularly for automotive parts like the BUKxxxx and PSMN series MOSFETs. Among them, the delivery time for industrial series is 52 – 78 weeks. Those undergoing the most critical shortage as up to 99 weeks.  

Demand for the s912z series and MK series is strong but industrial control chip products are becoming scarcer and industrial general-purpose MCU-MK series are still experiencing heightened demand.  

The cost of 32-bit MCU materials, SPC and S912 series remain high due to long cycle times, large gaps, and an extreme shortage of spot goods. At present, NXP's TJA series is back to the original delivery date, and MX chips are still dealing with insufficient production capacity. Many models are maintaining high prices. In addition, NXP Netcom chips are in serious shortage.  

Shortages of raw materials continues to impact automotive supply and pricing is still on an upward trend, particularly for MK10DN512VLQ10 (Kinetic) and S912ZVL12 series. Availability of automotive parts will be difficult to secure in the short term. Forecasts indicate that FS32 MCU will be the next part to go into shortage. 

MC56F backlog has been pushed out once again. Allocation was being offered in small quantities leading up to this, but now all allocation supply has been pushed out to an unknown delivery date. 

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CPU 

onsemi

The MOSFET shortage is still ongoing, with both lead times and pricing increasing. Last reported lead times were between 70 – 90 weeks or longer on average, with no available allocations until next year. 

IBGT devices will only be available for direct supply to 20 major manufacturers. Due to this allocation plan, estimations indicate that the NGBTxx series will be difficult to source in the open market. 

Lead times are generally sitting between 32 – 52 weeks as onsemi is pivoting manufacturing to focus on automotive components. This is causing a domino effect for other products and making lead times extend. Unless production can match demand, it is unlikely that customers will see deliveries within the first two quarters of 2023. 

FDN, FAN and KA series are expected to be EOL very soon.  

Demand for lower end MOSFETs is dropping in China as the parts are being replaced by domestic brands such as LRC. Demand for automotive and image sensor parts remain strong and prices are stabilizing. 

NCV6#, NCV7# and NCV8 series are all under allocation status. 

Supply of the NC75Z series has been decreasing in the market, which has caused pricing to rise and lead times to extend to 48 – 60 weeks. NCV series lead times are between 38 – 70 weeks. FD series is between 26 – 52 weeks. 

The NC7XXX series shortage is worsening as manufacturers are looking to discontinue the series. This is due to the fact that the series isn’t as profitable compared to others. 

Lead times for the NVMF series are currently unstable. 

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Panasonic Corporation 

Lead times for tantalum capacitors are at 20 weeks, while aluminum capacitors are stretched to 48 weeks. Although both series are currently facing shortages, market demand has decreased which may lead to more favorable supply. 

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Raspberry Pi   

Despite forecasts indicating that supply will stabilize next year, the current order backlog is still extensive and making it unlikely that supply will meet demand until at least June 2023. 

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Realtek

Lead times are currently stable, with the average lead time hovering between 5 – 8 weeks, although some series are up to 12 weeks. For now, lead time order shave ample support. 

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Renesas Group 

The R5, R7 and R8 series are in shortage, especially in Japan across all applications. This is the result of Renesas taking orders based on customer’s annual demand from the previous year, but demand turned out to be double the previous year’s number and supply is now constrained. 

Prices for individual parts are increasing. Manufacturing capacity is currently focused on the R5 series and is unable to support IDR and Inter production.  

Prices are increasing for switching regulators, amplifiers and lead converters. Lead times are between 36 – 40 weeks. 

In addition, Renesas Beijing announced a full shutdown due to COVID-19. While this was originally planned for a few days it may extend to prevent further infection. The factory manufactures semiconductors (MCU, MSIG, SCR-LM, SRAM) used in household appliances, industrial equipment, and automotive. The situation could worsen if Renesas’ other three R&D centers in Suzhou, Shanghai and Chengdu suffer similar shutdowns. 

Lead times for MCUs are not improving and are, on average, extended to 40 weeks. MCUs are currently only available for end users and lead time orders only. 

MCU R5# and R7# are not seeing any improvements in lead times, which are now at or above 50 weeks. The manufacturer is reportedly only supporting PPV orders. 

The R5S72030W200FP is in critical supply, with an outsized impact on the gaming industry. 

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Samsung

Samsung has dropped the price on DDR4 RDIMMs and are only keeping small amounts in the market for DDR5s.

Overall, official quarterly pricing has dropped at least 10 – 28% across all densities. 

3D NAND flash prices may increase by 10% in 2023. Official notice of a price change is still pending. 

64GB LRDIMM is going EOL with last time buy  in March and final delivery in June. However, Samsung has run out of stock on the parts so delivery may be delayed. 

Storage

Semikron

Semikron is currently unable to support lead time orders as they are still working towards a stable backlog. Lead times for all products are between 52 – 60 weeks, therefore they are unable to quote anything for lead time requests. 

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SK Hynix 

Current inventory levels are healthy and market forecasts are showing that now is the best time to take advantage of the increased supply. Customer should build buffer stock now, as memory prices are likely to increase in Q2 2023. Additionally, there could be a demand surge after Chinese New Year since business usually increases subsequently. 

Memory

STMicroelectronics 

High prices and shortages continue to impact high grade MCUs for automotive. Lead times are stretched to 43 weeks and pushed out to Q3/ Q4 2023. 

Sensor lead times are between 34 – 40 weeks. Switching regulator lead times are between 40 – 50 weeks. Lead times for analog/ power components for automotive applications are between 40 – 52 weeks. Amplifiers and lead converters are the most constrained and seeing lead times between 45 – 52 weeks. 

Supply of automotive sensor series AISxxx, ASMxxx, LISxxx and LSMxxx is slowly improving but is still unstable. Lead times are now 50+ weeks and the series are only available on allocation. 

STM customers have been struggling to secure supply, and recent news has confirmed that shortages will likely persist until at least mid-2023. The following components are amongst the most severely constrained:  

  • L5150GJTR   
  • L99H01QFTR   
  • L4993MDTR   
  • STD80N4F6   
  • VN5E010AFHTR-E   
  • VN5E160ASTR-E    

Shortages continue for the STM F4 MCUs and SPC series, particularly automotive parts, with no improvements expected. Last reported lead times were 50+ weeks. Lead times are fluctuating for STM manufacturers as they continue to navigate constraints. The following components have been impacted: 

  • STM32F7: Lead times are now under 45 weeks. 
  • STM32F0/1/3 and STM32G0/G4/L4/L5: Lead times now at 22 weeks. 
  • STM32U5 and STM32MP1 series: Lead times now at 16 weeks. 

MCU series, are seeing spikes in demand from end users in mainland China, mostly for domestic usage. SPCXXX series MCU automotive grade are showing the most serious shortages. 

Demand for MOSFET and Diodes is strong, but there has been less activity for the STM32FXXX due to distributors pulling in stocks and decreased competition around pricing. 

Critical shortages are still impacting supply of TDK series as automotive customers report receiving insufficient quantities of components. In particular, CLF is seeing lead times stretch to 22 weeks. 

The market for STM is slowly recovering and can now better support parts and pricing negotiations. However, automotive parts remain short, and pricing is still competitive. The longest lead times for automotive parts are extended into the second half of 2024. Series with no improvements on lead times, and are between 40 – 52 weeks, include:  

  • STM8S 
  • STM8L 
  • STM32H7 
  • STM32F2 
  • STM32F4 
  • STM32F7 
  • STM8A 

TSX series lead times are up to at least 55 weeks and prices are fluctuating. Supply of STW5 series is predicted to be short during 2023. 

ST Micro and Microchip are reportedly increasing their handling fee. Details and official notice still pending. 

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CPU 

 

Taiwan Semiconductor Manufacturing Company 

Starting in mid-2023, TSMC’s Tainan campus in southern Taiwan will be producing an increased amount of 3nm chips. In addition, due to global policy makers and customers growing concern regarding their reliance on the island, TSMC has announced that the new Arizona plant will offer 4nm chips by 2024. Plus, a second US plant will produce 3nm chips by 2026. Read more here. 

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CPU

TDK-Lambda 

RDS30A-24-5 shipments from authorized distributors is being quoted with a 2024 LT. 

Finished Products

Texas Instruments 

ISO series are experiencing shortages, with lead times stretched to June 2023 for all new orders.  

Series CC2590RGVR and CC2640 are in shortage globally.  

Delays have been reported for Texas Instruments’ standard lead times, which currently sit between 80 – 96 weeks. 

Demand for the OPAXXXX series for server applications is experiencing heightened demand and lead times. 

Allocation is still unstable and production is focused on prioritizing military projects, meaning other industries may be affected as their orders are delayed. 

Supply of TLV series is slowly improving, while DSP MPNs starting with TMS320xxx are still in shortage. TPS series’ lead times are between four to six months. DC/DC are still in critical shortage and lead times are stretched to a year and a half. 

Delivery for the TPSxx series has reportedly been sporadic, indicating that supply is still unstable. 

Shortages are persisting for LMZ series, with current lead times scheduled out to 2024. Official pricing differs according to lead times. 

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Vishay

The SI4490DY-T1-GE3 is experiencing severe supply constraints and customers are being quoted 104 week lead times. 

Customers are seeing an increase in decommitments for passives and supply is tightening on capacitors, resistors and inductors as well. 

Passive products (CRCW and RCS resistors) are facing supply issues as the manufacturing process mainly takes places in Israel, which is currently facing a labor shortage that is constricting production capacity. 

FET lead times are unstable and between 50 – 150 weeks with allocations under 60% per month. Reports indicate that manufacturers will be increasing prices for FET in early 2023.  

Lead times for part SI7216DN-T1-E3 are around 900 days. 

Vishay is experiencing serious capacity issues and are not expected to see improvements until mid-2024. MOSFETs are amongst the most impacted. 

Lead times for FETs are at 100 weeks and shipments cannot be made until May 

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Xilinx

A few notes on Xilinx lead times according to forecasts:  

  • Versal Series (7nm): Regular standard lead time  
  • UltraScale Series (16nm and 20nm): 20 week lead times until the end of Q2 2023  
  • 7-Series (28nm): 20 week lead times until the end of Q3 2023  
  • Remaining Xilinx Mature Nodes: Regular standard lead time until end of Q1 2023  

Supply of the XC6 series is still difficult to secure and current lead times are stretched to January 2027. Xilinx also recently announced that the price for this series will be increasing by 25%.  

Xilinx 6 series supply is unstable and manufacturer’s lead times are uncertain. Allocation status is becoming more difficult to secure.  

The price of the XC7xxx series has increased by 8%. Lead times from Q2 onwards are forecasted to be around 20 weeks. 

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