The Industry Insider

Renesas Electronics

Renesas will shift its focus to automotive electric vehicle applications with demand anticipated to rise by 35-40% in the next year.

COVID-19 outbreaks in Southeast Asia impacted Renesas’ Intersil lines in Malaysia. Lead times extend beyond 70 weeks for ISL and ICL parts.

ALL

Diode and MCU makers have ramped up electric vehicle (EV) production.

STMicroelectronics, Infineon, onsemi, Renesas, Rohm and NXP are among manufacturers that have increased automotive production capacity to meet heightened demand.

NXP

NXP’s packaging is in severe shortage with deliveries delayed until the end of June. Affected series include MK64, MK60m MK22 and MK24.

Intel Corporation

Intel is expected to increase its pricing across all server CPUs in Q4. Product prices will increase by 7-10%.

Additionally, as a result of major backlog and production price increases, Intel plans to move its Ethernet production from TSMC to another fab. This is an anticipated trend as manufacturers like Intel break ground on new factories to support demand. However, it takes these factories multiple years to get fully operational.

CPU

Micron Technology, Inc.

Micron is expected to discontinue its 9300 Max series SSD. This discontinuation is a result of the shortage of components needed for the series. The last shipment will be in mid-2022.

Other manufacturer SSDs equivalent to this Micron series are the Intel P4610 and Samsung PM1725b, which have also been affected by shortages.

Regional policy restrictions due to COVID-19 in Shanghai are affecting Micron’s NOR flash products—making supply output highly unpredictable. Its MT25QLxxx and MT25QUxxx products with the suffix SF, SE and E12 are especially impacted as demand remains high amid the uncertainty customers face.

NAND Flash

SSD

NOR Flash

Samsung 

Taiwan Semiconductor Manufacturing Company

Samsung and TSMC are expected to increase prices due to rising logistics costs amid extreme shortages.

Reports state Samsung may increase prices up to 20%, while TSMC could implement an 8% increase.

Both chipmakers have been implementing incremental price increases since last year.

Lattice Semiconductor

FPGA customers are unable to ensure continuity of supply from Xilinx and Intel. As a  viable, alternate option with a more favorable allocation time (one year), Lattice has received an uptick in demand.

However, due to a sudden influx for its CPLD and FPGA families, lead times are quickly surpassing one year and little allocation remains for Q2/Q3.

ALL

China mandated lockdowns in multiple cities/provinces due to COVID-19, with durations varying by location. Overall factory activity was at a record low in 26 months—its lowest since June 2020.

In Shanghai, a lockdown went into effect on March 28. The city is gradually reopening, but supply recovery will take time for affected manufacturers.

• Vishay Intertechnology’s factory in Shanghai halted manufacturing on March 28, with a gradual push to return to 100% capacity—the factory is currently operating with 30% of its workforce.
  Prior to this recent lockdown, Vishay increased prices on all MOSFET, automotive, LVM and HVM packages
• Tesla Inc. halted production at its Shanghai factory in March when the mandate originally went into effect. The manufacturer is now delaying its plan to resume pre-lockdown level operations. The current average factory output is 1,200 units/day, with plans to increase to 2,600 units/day from May 23.
• Infineon’s distribution center in the district of Pudong is affected by the COVID restrictions. Delays of materials and finished products are expected, as well as increased lead times.
• Half of Apple’s suppliers have facilities in and around Shanghai, which have now been impacted by mandated COVID-19 shutdowns. This includes Pegatron Corp., which assembles Apple iPhones, as well as other component makers responsible for displays, printed circuit boards, thermal parts, batteries, acoustic components, and more.

In Shenzhen, the government began easing lockdown restrictions. The following manufacturers were initially impacted:

• onsemi’s global distribution center in China has been forced to shut down in Shenzhen, Suzhou and Leshan. It plans to transfer this production to Singapore and Manila, but the manufacturer won’t be able to meet a large quantity of customer demand as a result of the disruption.
• Apple’s supplier, Hon Hai Precision Industry Co., also known as Foxconn, halted production following lockdown orders. The company has since resumed production.
• Printed circuit-board maker, Unimicron Technology Corp, halted operations and suspended output.
• BYD Co., a car and battery maker, has experienced some impact across its Shenzhen campus.
• STMicroelectronics reportedly lost two weeks' worth of production in the first quarter due to the lockdown.

In the week prior to Shenzhen’s lockdown, the provincial capital of Changchun implemented its own. This forced Toyota Motor Corp., as well as a China joint venture of Volkswagen AG, to suspend plant operations.

ALL

STMicroelectronics

STMicro’s automotive part prices have continuously increased under manufacturing capacity strain. Parts affected include performance MCUs (SPCxxx) and gate driver/power switches (VNxxxx).

STMicro is prioritizing its medical and automotive tier one customers. Lead time has extended beyond 80 weeks.

Additional price increases are anticipated across STMicro’s STM32 and STM8 series effective from May onward. STM32 will increase by 15%, while STM8 will increase by 25%.

IC

Littelfuse informed customers it is suspending all business activity with Russia. This impacts product and material sales, including the following:

• Schottky Gen1/Gen2 diode discrete products
• Bipolar power module products
• Thyristor products

IC

TE Connectivity is expected to increase pricing across all products effective from July 4, onward.

IC

Overall, lead times have remained high due to a constant string of supply chain setbacks, such as raw material, workforce and semiconductor equipment shortages. As a result, 40% of companies saw their LTs rise.

ALL

Global port congestion is impacting shipments across the supply chain.

• Shipments from warehouses in China to the US now take 74 days longer than usual
• Ships from China to Europe are delayed by four days
• There is a shortage of empty containers to ship European-made products to the US East Coast
• Singapore, which is the world’s largest refueling port, has seen a 66% jump in marine fuel prices this year

Logistic delays and price increases will continue to trickle down the supply chain as they persist.

ALL

All major SSD brands increased pricing by 5-13% at the beginning of Q2.

SSD

Samsung official pricing for Q2 has been released. Products will increase by 4-13%.

Supply of Samsung’s SATA SSDs is expected to worsen. This will especially impact small-capacity product.

SSD

Lead times for Nichicon’s electrolytic capacitors, used primarily in automotive applications, are 65-70 weeks due to insufficient production capacity.

The following case sizes are especially constrained:

• 3mm aluminum electrolytic capacitor
• 7mm aluminum electrolytic capacitor
• 10mm aluminum electrolytic capacitor

Additional product lead times have extended beyond two years (110 weeks).

IC

Oscillator shortages are affecting the networking and data space. Texas Instruments and Renesas are among manufacturers experiencing constraints due to supply shortages.

IC

Microchip lead times have extended beyond one year due to raw material shortages affecting production output. All new orders have a 2023 estimated time of arrival.

IC

Finisar, which manufactures optical communication components/subsystems, has had difficulty procuring raw materials for production, in particular, EEPROM programmable memory. This has impacted transceiver production. 

The manufacturer has no current plans to expand production—improvements aren’t expected until after 2022. 

Finished Products

As demand across automotive and service industries has risen, capacitor and resistor supply has tightened. The affected series include capacitors with prefixes EEH and EEE, as well as resistors with the prefix ERJ.

The average lead time is 50 weeks.

Panasonic is also impacted by the ongoing shortage of electrolytic capacitors. Increased prices and shortages of metals necessary for production of these parts are a likely factor in production setbacks.

IC

TI is shifting production capacity from lower-valued products (diodes/MOSFETs) to higher valued items (TPSxxx).

Pricing for TI’s automotive portfolio is expected to continue rising as their limited production capacity struggles to meet increasing demand from end customers.

The TMS-xxx series is expected to increase in price in Q3 2022.  

IC

Infineon shifted its primary production focus to automotive series, which has had a domino effect on its other product groups. The S25 and S29 series are among the most affected with lead times extending beyond two years (130+ weeks).

Additionally, Infineon’s TLE and TLF automotive series lead times have stretched beyond 40 weeks. Similarly, the IFXxxx series, which is used for automotive, appliance, TV, game console and network router application, is up to a 30-week lead time window.

See additional affected parts below:

IC

Following SK Hynix’s acquisition of Intel’s SSD business, the manufacturer re-branded it as Solidigm. To reduce possible market disruption, Solidigm will continue to use Intel distribution channels through Q2 and Q3.

Prices are anticipated to increase across Solidigm data center drives in Q2.

An end-of-life notice will impact the following series by Q2:

• D3 series (S4510 and S4610)
• D5 and D7 series (S4510, S4610, P4510, P4610)
• Client SSD series (660P) – by later in 2022

Solidigm production will occur at fabs in Dalian, China and in South Korea. Meanwhile, all packaging will occur in Taiwan.

Due to mandated lockdowns in Shanghai, there has been an uptick in logistics delays. Some parts aren’t anticipated to be released until after the region’s Labor Day, which is May 1. Initially, smaller capacity SSDs were the only ones under severe shortage, however larger capacity parts are beginning to be impacted by the disruption.

SSD

Diodes Incorporated

Diodes Incorporated’s MOSFET series have been highly requested due to the volume of demand in the automotive sector.

The following MOSFET series are impacted:

• DMGxx
• DMNxxx
• DMPxxx
• DMCxxx

Lead times are 74-104 weeks with most series on full allocation.

IC

Microchip Technology

STMicroelectronics

NXP

EEPROM production has been strained globally by limited operations at factories due to COVID-19, workforce shortages, demand upside, and insufficient output.

Lead times have extended to 52 weeks and end-customers are anticipating supply gaps.

IC

The onsemi NTD series is critically short, with zero allocation released from the factory.

Additionally, onsemi’s NCP series (PMIC) is critically short due to low production of an outsourced transistor that is scheduled for obsolescence.

In response, onsemi intends to self-manufacture the part, but production is not anticipated to begin until 2022 Q3. This leaves a large supply gap between Q2 and Q3.

onsemi's FDN series MOSFETs are also 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.

onsemi’s customers have received notice of de-commitments following a 63% reduction to its production across various lines.

Additionally, the T6 MOSFETs are expected to be critically short, which includes the following prefixes:

• NVM
• NVT
• FDB

IC

As demand across automotive and service industries has risen, capacitor and resistor supply has tightened. The affected series include capacitors with prefixes EEH and EEE, as well as resistors with the prefix ERJ.

The average lead time is 50 weeks.

IC

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 timeframe was 2022.

The lead time for Broadcom’s Raid card is reportedly extended beyond a year.

IC

Finished Products