The Industry Insider

Manufacturers

Market Trend 

Advanced Micro Devices

CPU

Forecasts indicate that the supply of AMD’s 4650G, 5600G and 5700G CPUs is limited this quarter as they misjudged demand, and production may not be able to cover actual customer orders. 

Advanced Micro Devices

GPU

The U.S. has expanded its export ban list to include MI210 GPUs, which will not be allowed to ship to China starting November 17th. 

The U.S. did not include the MI210 GPU in the latest list of export restrictions, so there has been a sudden upside in demand as customers look to secure supply. Production has been unable to match the unexpected increase, and lead times have extended to 16 weeks. Prices are also fluctuating.

In addition, the MI210 was likely heading towards obsolescence due to the expected launch of AMD’s MI300 in Q2 2024. AMD was expected to release an EOL notice for the MI210 in Q1 next year, but that may be delayed depending on how this trend develops.

All

LPDDR 

NAND 

Supply of LPDDR may be limited from year-end through the beginning of 2024 due to a sudden increase in consumer demand, with most focus on LPDDR5 5x with 16GB and 32GB. 

Furthermore, NAND demand is rising in China, with a specific concentration of demand coming from hyperscale customers. Consequently, server SSD prices may increase by 15% to 20%. 

All

PC DIMM supply is reportedly experiencing shortages for both D4 and D5 modules.

All

Forecasts indicate that the global semiconductor industry will experience a 3% sequential increase in Q4, reaching 6% annual growth for the quarter. This sets the stage for a strong year of profits for semiconductor companies. Read more here.

Analog Devices

 Analog Devices is experiencing supply constraints due to a capacity issue at a quality hub. The company cannot test material fast enough to keep up with demand. 

Broadcom

The PEX89xxx series is seeing improved delivery, but lead times are still long and reach up to 50 weeks.

Infineon is increasing its share in the global silicon carbide (SiC) market after acquiring 3db Access AG last month. By the end of 2030, Infineon hopes to be the leading force in the SiC sector with a 30% market share. 

Automotive MCUs that previously had heightened demand are declining, including components nearing last-time-buy deadlines. 

MOSFET 

IGBT 

Delivery timeframes are still extensive for specific high-voltage MOSFETs. The average lead time is currently between 40-50 weeks. 

Additionally, the short supply of IGBTs has caused lead times and prices to rise. 

Intel

Desktop CPU

Demand for the desktop CPU series Comet Lake/R (including 10th gen and 11th gen) has stayed strong. The company has also continued ramping for the 14th Gen I5, I7, I9, and K/KF series.

Intel

Chipset

Chipset demand has remained generally healthy, with some pockets of constraints that may lead to tight supply early next year.

Intel

Mobile CPU

For Mobile CPUs, supply for the I7 and certain Raptor Lake Core I5 products is expected to be constrained in December. Additionally, there has been no lifecycle extension for the Tiger Lake/R, and the final shipment date is the end of the month.

Intel

Server CPU

Server CPU supply is tight for the Coffee Lake E-21xx and E22xx. The XCC series is also experiencing tight supply, and a short-term shortage may last through Q4. Meanwhile, despite the J and N series forecasted to see tight supply in Q4, this should improve by Q1.

Kioxia 

Kioxia has reduced production capacity by 50%, and prices for all series have increased by at least 10% since October. 

Supply is currently limited and subject to allocation. Lead times have extended into Q2 2024. 

Kioxia

SSD

SSD production is reportedly down to 40%. Orders are currently subject to NCNR terms, and lead times are up to 4 – 5 months.

Kingston Digital

SSD prices will increase 60% in Q1 next year.

Mellanox

Switches
NIC

High end switches and compatible NIC demand is trending upwards. Components with especially high demand include the following:
•    Switches: 8790, 9700, 9790.
•    NIC: MCX6 series.
Booking lead times for switches are particularly long and have extended to six months.

Micron

Customers have reported issues with Micron supply after the company reduced their capital expenditure budget in Q3, with further cuts planned in Q4. 

Micron

DDR5
LPDDR
SSD

Micron's prices fluctuate as the company has changed its pricing quote window from 90 days to 30 days. This trend indicates there may be a drastic difference between the quoted price between the time customers place orders and the actual ship date.

Lead times for DDR5, LPDDR, and SSDs are currently between 18 and 20 weeks, indicating that the change in pricing windows may impact these products.

Micron
Samsung
SK Hynix

SSD

Micron has increased HDD prices by 2% to 3%, much lower than the 10% to 15% increase implemented by Samsung and SK Hynix. 

After watching how competitors' cost fluctuations impact their business, Micron may change its prices once more.

Nvidia

A100

Lead times for the A100 are up to a year.

Nvidia has issued an EOL letter that impacting the A100 80G. The final forecast date is February 27, the final date for submitting NCNR Pos is April 26, and the final shipment date is December 31 next year.

Nvidia

Finished Product

Nvidia Orin demand is on the rise, especially in the U.S.

Nvidia

GPU

Depending on customer location and order parameters, Nvidia GPUs are reportedly becoming scarce. This constraint results from trade restrictions and difficulties surrounding parts whose country of origin is China.

Nvidia

H100 

Nvidia is reducing production capacity for the H100 and A100 PCIE as the company is focusing capacity on the HGX H100. 

Lead times are improving for H100 but are still extended between 30 – 40 weeks.

Samsung

Delays on Samsung deliveries have increased as lead times steadily move towards the 2-3-month range. There are also reports of allocation being short for next year, as Samsung has reduced its production capacity. Prices will likely increase through the end of Q1 as the company navigates a challenging demand landscape. 

Samsung

DDR4 

DDR5 

DDR4 modules are undergoing a shortage that is set to worsen and last until at least Q2. 

Samsung pricing for DDR5 will increase by 15-25% for 32GB, 64GB and 96GB. Pricing may also change for 128GB and 256GB starting in Q1 and Q2 as Samsung is reportedly changing the manufacturing process for this product. Samsung has stated that contract pricing will decrease because of the lower manufacturing costs, so customers are waiting to transition from DDR4 to DDR5 to achieve cost savings. 

Reports of quality issues with Samsung’s DDR5 64GB 4800 DIMM are increasing, and customers are turning to SK Hynix as an alternative.

Samsung

NAND 

Samsung has officially announced a quarterly price increase of 20% for NAND products. Read more here. 

Samsung

SSD 

Samsung’s SSD shortage may last until at least Q2, based on the current supply and demand imbalance. Distribution allocation rates for SSDs in China are currently less than 50%, which will cause market prices to increase until availability improves. 

The most common series experiencing supply issues are: 

• PM893 
• PM9A3 
• PM1643a 
• PM1653 

Additionally, Samsung is reportedly phasing out the following client SSDs: 

• 970 EVO Plus 
• 870 QVO NVME 

Stock of the 970 250 GB has already moved into the market with no added supply incoming.

SSD allocation is becoming increasingly tight as customers report receiving limited supply. Prices may continue increasing weekly by 4% to 8% based on recent trends.

Overall, Samsung inventory levels for memory and SSDs have come down to 6 weeks. With 8 weeks considered a healthy level, shortages are expected to continue if production cannot match demand.

Seagate

SSD 

Customers are having difficulty securing SSD pricing from manufacturers, pushing many to the open market to guarantee supply. Consequently, open market availabilities are quickly depleting. Contact your Fusion salesperson or contact us on our website for support. 

SK Hynix 

DDR 

LPDDR 

Prices for DDR and LPDDR increased by 20% on average in October. Pricing will continue to trend upward over the next several months as it is projected that 2024 smartphone demand will increase. 

SK Hynix 

High Bandwidth Memory

High Bandwidth Memory (HBM) profits have increased thanks to the recent 40% to 60% price increase. Customers who tried to purchase products ahead of the trend earlier in the year are now navigating the cost change as their orders are more than double the price.

Solidigm 

Orders are being pushed back to Q1 or Q2 next year as Solidigm has sold out for the remainder of 2023. Pricing is also subject to change as the company finalizes costs for each SKU, so Solidigm is holding off quoting. 

Solidigm 

SSD 

SSD prices are increasing rapidly, and suppliers are halting quotes and delivery until new prices are confirmed. 

Texas Instruments 

TI announced that Q4 revenue will likely be lower than expected due to declining demand in the industrial market. In Q3, industrial market sales fell by more than 12%, which significantly impacted the company’s revenue as industrial is their largest revenue share. With the exception of Japan, all regions saw a decline in industrial demand and profits. 

For more information on quarterly earnings results, click here. 

Texas Instruments 

Integrated Circuit 

Texas Instruments MPN ULN2803ADWR has gone obsolete, triggering a shortage that will likely stretch into next year as customers look for an alternative to cover 2024 production. 

Texas Instruments 

Switching Voltage Regulators

Lead times for high demand LMR33xxx series components are up to 113 weeks.

Vishay

Vishay is investing to expand its operations by building more foundries to increase capacity. The company’s focus is on increasing production for its SCC series and automotive parts. 

Western Digital

An official notice is pending, but market intelligence channels have reported that Western Digital will increase prices between Q4 of 2023 and Q1 of next year.