Last Updated 1/18/2022

Despite rising demand, numerous component shortages are leading to tight supply, extended lead times and increased pricing on a wide range of products. With no end in sight, competition amongst manufacturers for these products is expected to worsen.

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


Micron Technology

Samsung Electronics

The government lockdown in the Chinese city of Xi’an due to COVID-19 has led to limited capacity at Micron and Samsung factories.

Both manufacturers are navigating the impact on production but anticipate delays and reduced output.

Limited workforce at Micron’s DRAM factory is expected to disrupt manufacturing. Additionally, Micron attributes its DDR5 memory module shortage to constrained supply of non-memory components needed for module assembly.

Samsung’s Xi’an production plant makes up 40% of its NAND capacity and 15% of all NAND production globally. It is currently operating at limited capacity.

Production and shipping delays will likely reflect in market pricing and lead times.





AMD is reportedly raising prices of its EPYC data processors. Prices are increasing by 10-30%. Existing supply constraints have already impacted AMD’s Rome and Milan families.


Analog Devices, Inc.

ADI’s packaging factory is increasing costs. This has led to a 6-20% price increase across products and shortages to occur on the following parts:

  • ADM
  • ADC
  • AD8602
  • AD860



MOSFETs and diodes are expected to increase by 10-20% across all manufacturers.



Taiyo Yuden

A recent typhoon in the Philippines has disrupted operations at a Taiyo Yuden materials and electronics factory located there. Damages are still being assessed.



Severe flooding in Malaysia is affecting manufacturing:

  • BE Semiconductor, which supplies chipmaking equipment to companies like Foxconn, STMicroelectronics, ASE, Micron, and LG Innotek, halted operations due to major flooding at its factory in Shah Alam, Malaysia. It estimates $28 million in losses due to the disruption.

  • NDK’s factory that produces quartz crystal products for automotive, 5G and IoT applications was completely flooded and resuming operations will reportedly take time.

  • STMicro’s consolidated packaging facility in Muar.


Diodes Incorporated

Lead times have stretched to 50+ weeks due to limited raw materials and insufficient production capacity.


Intel Corporation

Intel is discontinuing its Enpirion Power Solutions series, which has led to an increase in demand. The power management devices are used for FPGAs, SoCs, CPUs, ASICs and more.

The official notice announces a LTB of March 18, 2022 (orders become non-cancellable, non-reschedule, non-returnable on this date). The last time shipment date is March 31, 2023 (contingent on global supply).

The Intel/Altera 10M-xxx series price has gone up rapidly due to raw material shortages and high demand during the pandemic and increase use in IoT and AI technologies. This series is used for industrial, medical and telecommunications and has a lower capacity than other series.

Lead times have extended beyond 52 weeks on Altera parts as Intel pushes delivery dates and allows customers to cancel.


Macronix International 

Macronix is expected to increase its NOR Flash pricing by 5-10% in Q1.

Memory Modules

Infineon Technologies 

Infineon’s automotive and industrial series are experiencing largescale shortages. Lead times have extended to 60 weeks.


Lattice Semiconductor

Lattice prices have increased 25% since November; current average lead time is 40-50 weeks.


Intel Corporation

Intel is expected to increase pricing by 20-30% across various series SSDs:

  • S4620 480G
  • S4510 240G
  • S4510 480G
  • S4510 960G

Additionally, there has been an increase in demand of high-end SSD models like the Intel P4510 and P4610. Supply isn’t anticipated to improve until Q2 2022.


Monolithic Power Systems, Inc.

MPS lead times now average 72+ weeks with significant supply constraints expected to persist into Q1. Prices are anticipated to increase by 10-20% in February.


Cypress Semiconductor

The Cypress PSoC-1 & PSoC-4 series are on tight allocation and facing increased lead times due to wafer shortages and limited capacity at factories.

Some lead times have reportedly stretched as far out as 2025.


Micron Technology Inc.

Micron will reportedly EOL various e.MMC storage. This is anticipated to include 4, 8, 16, 32, 64, and 128 GB parts and will go into effect April 30, 2022.


Texas Instruments

Texas Instruments sent a letter to suppliers stating that orders are delayed across various series until 2024.

Lead times for Texas Instruments have stretched to 80 weeks.


Skyworks Solutions, Inc. Silicon Labs

Skyworks, which acquired Silicon Labs in Q3 2021, is increasing pricing by 30% on all open orders. In a letter to customers and partners, Silicon Labs stated the increase is on all product lines, which includes backlogged orders.

The price increase is effective from Nov. 28 onward and comes amid the industry-wide capacity strain and inflation across various sectors.

Some series have increased by 40%.

Most affected series include:
  • SI4
  • SI5
  • SI8
  • EFR32



Price increases across various series are anticipated from January onward while lead times currently stretch to 52 weeks due to supply issues.

  • QCC51XX series will increase by 17%
  • QCC30XX series will increase by 6%
  • CSR8675 series will increase by 21%
  • CSR8615 and CSR8635 series will increase by 13%

The manufacturing difficulties suggest the possibility that customers will get zero allocation for all of 2022 of only a handful of ARxx and QCAxx Bluetooth series.

WiFi and RFIC parts supply will likely be tight starting Q1 2022.

Prices have increased rapidly for commercial grade AT80xx series with some parts not expected to be delivered in 2022.



Onsemi’s FDN series MOSFETs are critically constrained as demand exceeds output capacity. Customers are unlikely to receive allocation until 2023.

Onsemi’s small size SOT packages are also critically short with 90-week lead times.



STMicroelectronics’ automotive part prices are increasing under manufacturing capacity strain. Parts affected include performance MCUs (SPCxxx) and gate driver/power switches (VNxxxx).

ST Micro increased prices by 16-30% across all series with lead times stretching up to 70 weeks.

Customers are not expected to receive deliveries until Q4 2022 or Q1 2023 on all series. STM32 is especially impacted.



Xilinx sent an official notice to its customers that prices will increase 10-20%, which went into effect Nov. 1, 2021. 

The lead time for XC6 series has extended to 72 weeks due to limited production capacity. Some reported delivery dates are scheduled out as far as 2024.


Intel Corporation

Intel’s Sapphire Rapid CPU family will likely be delayed until 2022 Q3.

Intel's Cascade Lake and Cascade Lake R series CPUs have been in tight supply due to raw material shortages impacting production. However, support has improved in the short-term.

Additionally, Intel announced an end-of-life notice that will apply to its Comet Lake and Ice Lake mobile processors.


Broadcom Inc.

Broadcom announced a 20% increase on its BCM5xxx. This increase is due to higher wafer costs and insufficient supply.

The supply issues are also impacting Broadcom’s delivery times for Ethernet cards and controllers. Previously Jan./Feb. deliveries have been pushed to Q2 or Q3.

Following an end-of-life notice, Gen3 controllers in particular are delayed to 2024 due to shortages of parts needed for builds. Their initial delivery frame was 2022.


Finished Products


NXP’s Tianjin, China factory production was recently affected by a COVID-19 Omicron outbreak. The factory primarily manufacturers MCIMX and MCUs.

NXP is increasing prices by 5-20% across all parts series.

This includes MagniV, SPC56xxx, S12xxx and S08xxx.

  • MOSFETS will increase 20%
  • Analog/logic ICs will increase 10%
  • Diodes and transistors will increase 5%

NXP’s fab in Texas reportedly experienced delays, which are primarily affecting its automotive MCUs. Lead times are currently at 56 weeks.

MPC and LPC MCU series are on allocation with NXP canceling orders without notice.

Supply of FS32K series and MCIMX series are already under heavy allocation. The cost for MCIM series is expected to rise 15%.

Affected series: MKExxxx, MKLxxxx, MCIMxxx, TJAxxx, industrial application MCUs; MPXxxx pressure sensors, S9S08xxx, MCIMX6xxx, LPC177xxx, LPC24xxx, MCU 32BIT ARM CORTEX






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