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Last Updated 9/27/2022

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.

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

MFRS MARKET TREND AFFECTED COMMODITIES

Marvell

Customers may not see any shipments of the 88E6xx series in Q4 as the wafer shortage has restricted available supply.  

Additionally automotive customers are still struggling to receive allocation and supply is struggling to support the heightened demand. 

IC

Semikron

Since July, Semikron has been unable to ship out or produce anything due to a cyber-attack. Lead times are now at one year. Read more about the situation here.

Demand within Chinese markets is steadily increasing as investments trend upwards in solar energy products, variable speed drivers, electric vehicle chargers and renewable energy power converters. Lead times are now at a minimum of one year.  

IC

Xilinx

Critical shortages continue to impact Xilinx, with lead times over 50 weeks on average. 

XC6 series pricing is gradually increasing as availability dips and shortages in the market worsen. 

Additionally, the below series are moving towards end of life status. 

  • XCF08PVO48C 
  • XCF128XFTG64C 
  • XC95288XL-10PQG208C 
  • XC3S500E-4PQG208I 
  • XC3S250E-4PQG208C 

IC

HP

There will be a 4% price increase across all product lines due to unstable currency rates between RMB and USD. Impacted products include laptops, adapter cards and more. 

Finished Products

Metatech Corporation 

 

Lead times for industrial power supply is now more than 20 weeks. This includes the Quint Power and Trio Power series. The market in Taiwan is particularly constrained with no stock support. 

Finished Products

ALL

Brazil’s government has ordered Apple to stop selling iPhones without a battery charger in the country. This could cause other countries to apply the same rules to Apple, forcing them to build more chargers, thus using more electronic components. 

Finished Products

Microchip Technology 

STMicroelectronics 

Microchip and STMicro are experiencing increased demand for EEPROM components, pushing lead times to 52 weeks. 

IC

Seagate Technology 

 

Overall hard drive shipments have declined by 15% this quarter due to weak consumer spending and the sustained strength of SSD adoption. Seagate saw a 14%-unit reduction, which equates to only 19.88 million hard drives shipped. 

SSD

Samsung Electronics 

 

High density Samsung SSDs are experiencing constrained supply due to forecasts that predicted a dip in demand – which consequently led to manufacturers not producing enough to meet the unexpected demand.  

In Chinese markets in particular, production of the Samsung PM833 1.9T and 3.8T has decreased and is consequently pushing both parts into a shortage. 

Storage

NVIDIA

Advanced Micro Devices Inc. 

The United States government imposed a new license requirement that restricts exports of NVIDIA and AMD’s most advanced GPU products to China, including Hong Kong, and Russia. Impacted products include DGX, EGX and HGX systems that incorporate the A100, forthcoming H100 integrated circuits, and the A100X. Impacted NVIDIA GPU models include: 

  • A100 Accelerator Card
  • H100 Accelerator Card
  • A100X Converged Accelerator Card
  • Full systems that incorporated A100 such as NVIDIA DGX A100, NVIDIA HGX A100, Nvidia EGX A100
  • Full systems that incorporated H100 such as NVIDIA DGX H100, NVIDIA HGX H100, NVIDIA EGX H100

The U.S. has issued a grace period of 12 months for the restrictions on high end GPUs from Nvidia to Chinese or Russia customers. Nvidia’s AI GPUs are highly sought-after parts for new generation technology, including self-driving technology, data centers, national defense, aerospace, medical and more. There are no other substitutes in the domestic market. 

During this grace period, Nvidia has put in express orders with TSMC for some high-end GPUs. This will capture additional revenue for Nvidia as customers prepare for constrained supply. Read more about this move by Nivida here

Learn more about the specifics of the license requirement here. 

Additionally, AMD and NVIDIA have both reported that price cuts have not positively impacted GPU sales as much as originally forecasted. Another round of cuts, promotions and discounts will likely be taking place to encourage more stock movement. 

 

Finished Products

onsemi

Recent upticks in demand for onsemi image sensors has resulted in product shortages, leading to price increases.  

Single-site manufacturing and strong upside from the automotive sector are contributing factors to supply imbalance. Customers report allocation through the rest of 2022 is unlikely.  

Transistor shortages are extending lead times to 80+ weeks and supply is currently subject to allocation.  

Onsemi has signed a NCNR Long Term Service Agreement (LTSA) with 20 major Tier 1 customers that essentially guarantees supply for the next 5 years. The ripple effect of this deal is expected to greatly impact onsemi supply in the open market.  

Lead times for MOSFETs continue to stretch alongside constrained supply, with lead times reported between 70 – 90 weeks or longer on average. There are currently no available allocations until next year. 

Market pricing for the NCV series is trending higher.  

Additionally, there are over 300 MPNs that will be obsolete and moving to last time buy from onsemi by the end of this year. 

IC

ALL

Overall MOSFET and discrete lead times are all above 72 weeks, with price increases expected to come either this quarter or next. 

IC

Taiwan Semiconductor Manufacturing Company 

 

Low demand for consumer electronics, driven by global economic slowdown, has led major manufacturing clients to scale back orders. This has forced TSMC to shut down equipment used to roll out high-end chips.  

This move will restrict availability of high end chips for markets in China, which has already seen weakened demand. 

TSMC has advised customers to build buffer stock for automotive related IC projects. Todays value of chips in vehicles is between $500 - $600 and, based on current trends, is predicted to reach up to $2,000 - $5,000 for some higher-end models by next year. If this continues, automotive electronics will likely surpass the needs of both the PC and smartphone market in the future.

As end-market demand continues to trend downwards, fabless chipmakers have begun cutting back orders for 2023. Forecasts remain cautious, but TSMC believes that demand will recover in the long term and fab capacity will remain tight for the rest of 2022. Read more about this situation here. 

IC

Advanced Micro Devices, Inc.

There is no production schedule for 5800X and 5900X in Q3. The diminished availability will most likely impact lead times as supply is reduced. 

AMD is increasing the price of its embedded Ryzen Series by at least 20% this month.  

The Threadripper Pro 5000 Series is now available in the open market. 

Market availability of the next-generation Ryzen 7000 and 600 series “Zen 4” desktop processor has been pushed from September 15th to September 27th , 2022. This release will compete with Intel’s 13th Generation Core “Raptor Lake” process series, rumored to be released around the same date.

AMD revealed the 5nm Ryzen 7000 lineup on August 29th , defining the specifics of the four new models from the 16-core Ryzen 9 7950X flagship to the six-core Ryzen 5 7600X. The 16-core Ryzen 9 7950X is reportedly the fastest CPU in the world. 

CPU

ALL

MOSFET lead times have stretched from 70 weeks to 110 weeks. Allocation is decreasing as lead times extend. 

IC

Infineon

Infineon’s shortages across various product lines have pushed some lead times beyond a year. While Infineon intends to expand global production and deliver at least 75% of orders in the next 12 months, the manufacturer still anticipates shortages until 2023. 

  • All automotive products, up to one year LTs 
  • SAK series MOSFETs, 60-69 week LTs 
  • NOR Flash, 38+ week LTs 

Due to issues with subcomponents, Infineon has scrapped two months’ worth of IGBT production. This will result in a setback of at least three months, which will greatly impact the automotive space. 

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. 

Supply issues are causing constraints for BSC, IPP/IPD series high voltage MOS, TEL series high voltage drivers, and SAK series MCUs. 

IC

STMicro 

Texas Instruments 

NXP 

Infineon

STMicro, Texas Instruments, NXP and Infineon are planning Q4 price increases for industrial and automotive components. Consumer product parts are not increasing prices, but industrial parts will go up by 10%, while automotive will rise by 20%. 

IC

ALL

Shortages are impacting availability of SATA SSDs, with customers in Europe reporting they are not receiving full allocation. Incoming allocations for 240GB and 480GB are on back order, but global downturn in consumer spending has increased supply of client SSDs, which are now readily available. 

SSD

Renesas Group

Prices are falling for Renesas, and delivery times are now at 6 months for consumer ICs and between 6 - 8 months for industry ICs. 

IC

Microchip Technology

Raw material shortages are affecting production output. Microcontroller and USB Hub controller series are among products experiencing longer lead times, with all orders not expected to arrive until 2023.  

KSZ and LAN parts are both short and pricing is trending upwards. Most deliveries are delayed until next year. 

Demand has risen for PIC16F/PIC18F, this has caused lead times to extend to 50 weeks. 

Customers trying to remove themselves from Microchip’s Preferred Supply Program (PSP), which gave them prioritized supply, have been seeing more decommitments from the manufacturer. This program required customers to provide forecasted demand, which has become difficult to predict and is making the program more challenging and therefore unfavorable. 

Currently, demand within the consumer market has dropped drastically. Many OEM/ODMs are unable to complete their forecasts, while others have been forced to cut theirs by 20%. This has led to order cancellations and excess in the market as supply gradually improves.  

Supply from the manufacturer is still unstable and lead times have extended to 50 weeks. This situation may continue into 2023 if demand continues to outpace available supply. 

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

IC

Nvidia

 

EVGA, which has traditionally manufactured the GeForce-based video cards for Nvidia, has parted ways with the company. EVGA will continue to support older GeForce GPUs, such as the RTX 3000 series, but once stock runs out the partnership will end. Read more about the situation here. 

GPU

Silicon Labs / Skyworks 

 

Silicon Labs transferred 40% of its business to Skyworks. This is not expected to affect production as Skyworks maintains the same production line as Silicon Labs. However, the Silicon parts/labels will change to Skyworks branding. 

Lead times have been pushed out to 2024 due to issues with wafer fabrication. 

A price increase of 10% is planned for all products. An official notice is pending. 

IC

ALL

Aluminum electrolytic capacitor demand increased in tandem with the heightened market demand for consumer electronics. 

These capacitors are used for the following for power supply and DC-DC conversion, which smooths and buffers rectified DC voltages: 

  • Computers 
  • Laptops 
  • Mobile devices 
  • Smart wearable 
  • Television sets 
  • Refrigerators
  • Cell phones
  • Home appliances 

IC

NXP

Bookings are backlogged to 2023 and industrial series lead times are between 52 and 78 weeks.  

Shortages have also worsened across NXP’s automotive sector, with the BUKxxxx and PSMN series MOSFETs affected.  

Industrial, automotive, new energy and IOT parts remain critically short. Despite NXP increasing automotive and IOT production, the unique design of these chips means mass production ramp up will take two – three years.  

Industrial grade MKxxxx is still in shortage and customers are struggling to secure allocation. Prices for the IMX6 series have increased by 15 – 25%. 

LPC series is still critically short and not expected to improve within the next 6 months. 

MCU and MPU series lead times are stretched between 40 – 50 weeks with some high demand parts seeing upwards of 60 weeks. MC series are currently extended to 52 weeks, while the MRF series, MOSFETs and MCIMX6G series are all above 99 weeks. 

Prices for the TJAxxx, 74xxx, PCAxxx and PCFxxxx have returned to normal rates and supply availability has improved.  

However, shortages persist for automotive MCUs and allocation for the S912xxx is currently very difficult to secure. 

IC

CPU

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.  

Due to fear of double booking, Analog Devices is not accepting lead time orders, which will impact customer’s planning and forecasting for future supply.  

Supply is slowly improving, particularly for the ADUM series, but increased demand for the AD8 and AD6 series has further constricted available stock. 

Prices will be increased by 6 – 8% across the company’s entire portfolio after September 25th. Lead times are still unstable and currently between 26 – 50 plus weeks. End customer backlog is now pushed out to Q4 2024. 

Average lead times are now between 45 – 48 weeks. 

IC

ALL

Thanks to the launch of Ethereum’s new Proof of Stake mining process, GPUs are now obsolete for crypto mining and demand from the crypto market has hit rock bottom. 

Availability of graphics cards is predicted to improve, which means the gaming industry may finally see shorter lead times. 

GPU

Maxim / Analog Devices 

Maxim and ADI will officially merge in August.   

Maxim lead times for amplifier products are extended to 60 weeks. Supply is constrained as manufacturers report that they have zero excess on hand. Due to the shortage, orders are only being accepted if made in accordance with customer demand.   

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

 

IC

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. 

Manufacturing plants are facing shortages for IC components, with lead times between 52 – 58 weeks for DIN rail industrial PC series.  

 

IC

Intel Corporation 

Due to rising production costs, Intel is increasing prices for certain products. Additional information will be available closer to the price effective date - October 2nd, 2022. 

See below for an overview of impacted products and prices. 

Intel Product (BU) 

Q4 List Price Increase 

Xeon CPU & Chipset 

Xeon SP: Bronze & Silver - 5%, Platinum & Gold 7% - 10% Xeon D: 2-10% 

Xeon E: 5%  

Chipset: 7%  

Atom: 2:5% 

Client CPU& Chipset 

Mobile SIPP Processors 0% (no increase) 

Other Core Processors 10%  

Pentium, Celeron and Atom 20%  

Workstation Xeon W 10% 

Client and Workstation PCH 10% 

NUC 

Intel NUC (Core based) 3-9%  

INTEL NUC (Celeron/Pentium based) 2-20% 

 

Additional price increases going into effect on October 9th include: 

  • 10% increase on: Arria V, Arria 10, Cyclone IV, Cyclone V, Cyclone 10, Max V, Max 10 and eASIC 
  • 20% increase on: Arria II, Cyclone II, Cyclone III, MAX II, Stratix III, Stratix IV, Stratix V, and EPCQ-A 

Decommitments were issued for Altera’s Cycle 5GX and Stratix V series, pushing out lead times by three months or longer. 

Two months ago, Intel cancelled all distributors backlog on Ethernet Controller chipsets and told distributors to reconfirm and resubmit forecasts and demand again. The purpose of this is to avoid double booking that could lead to oversupply down the road. 

Intel has officially announced that TSMC’s 5nm (N5) design will be utilized in the tGPU for Meteor Lake CPUs. Read more about Intel’s next-generation CPUs, Meteor Lake, Arrow Lake and Lunar Lake technology here. 

Overall supply of the Ethernet Controller I210 Series and I211 series is improving, and allocation is slowly increasing. However, Ethernet Controller I210-IT (WGI210IT) supply allocation remains constrained and unlikely to improve in the short term.

Intel is leaning towards the Italian town of Vigasio, Veneto for the location of multi-billion European chip fab. An official announcement is expected following the country’s election and transition of power. 

CPU

MediaTek

MediaTek and Intel recently announced a new partnership designed to boost MediaTek’s supply chain by adding a new foundry partner with substantial capacity in the United States and Europe. 

MediaTek will be utilizing Intel Foundry Services’ (IFS) advanced process technologies to produce multiple chips for a variety of smart edge devices. 

Read more about this strategic partnership here. 

 

IC

Micron Technology, Inc. 

NAND/Nor Flash delivery has been pushed to 2024, partially due to increased demand for Micron memory products.  

Micron’s production has begun to stabilize, with general lead times now between 4 – 12 weeks.  

Micron released the DDR5 DRAM, which is ready for next generation servers. Read more about the release here.  

Micron is investing $40 billion by 2030 to build memory plants in the United States. Read more about the company’s development plans here.  

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

The 7300 and 9300 series have been declared end of life. Replacement models 7400, 7450 and 5400 are being tested, but they may not be compatible due to the increase in NAND layers within those series.  

 

NAND Flash 

SSD 

NOR Flash 

IC 

Finished Products 

Memory 

 

Lattice Semiconductor 

Due to unstable FPGA supply from Xilinx and Intel, customers turned to Lattice to secure stock. However, due to the sudden influx of demand lead times are now past 99 weeks with supply mostly subject to allocation.  

Supply from manufacturers has not improved and parts are still under allocation status. Only limited stock is available for SII series parts and manufacturers are currently unable to support stock of LCMXO2 and LCMXO3.  

Shortages continue to plague supply of Lattice’s highest demand parts. Current standard lead times for all products are over a year, with some over 100 weeks. 

IC

STMicroelectronics 

Automotive series SPC56 and SPC58 are experiencing unstable supply, with only 50% of allocation dedicated to meeting demand. Supply is similarly constrained for high and low voltage automotive VNH and VNL series, with 30 – 40% of allocation committed to matching demand. 

Non-automotive EEPROM products M24, M93 and M95 have 30% of supply allocated for demand, but low profit margins have made these parts a low priority.  

The STM32H7xxxx series, which is in demand for high end resolution on high end displays, will be short until Q3/Q4 2023.  

Supply levels are slowly improving, mostly within MEMs and automotive sensors. A few notes on lead times: 

  • Mems currently have 28-week lead times for consumer parts, automotive parts are at 30 weeks.  

Automotive SPC, VN series and MOSFETs are between 60 – 70 weeks. However, consumer market, sensors and MCU family demand is softening. Customers have reported receiving stock with shorter lead times. 

Automotive parts’ supply is unstable, with lead times stretching beyond 50 weeks and customers only receiving limited stock allocation. However, STM has forecasted that 2023 demand will decrease by around 20 – 30% compared to 2022.  

Supply of commercial grade components is improving as demand drops off. Allocation of lower grade MCUs has improved and is now stable enough to support demand.  

Production capacity issues have pushed STM to put the STM8L152C6T6 on allocation only. Additionally, the VNS1NV04PTR is undergoing a massive shortage and STM has sent order decommitments to customers.  

Supply of the previously short STM23F series has improved and customers are seeing more and more orders arrive.

IC

CPU

Qualcomm

Prices will increase by 7 – 10% starting January 1st, 2023. 

IC

Nichicon Corporation 

Lead times for Nichicon’s electrolytic capacitors, used primarily in automotive applications, are 50-60 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

ALL

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

IC

Finisar Corporation 

Finisar, which manufactures optical communication components/subsystems, has had difficulty procuring subcomponents 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.  

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 

Panasonic Corporation 

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. 

Customers are cancelling or pushing out deliveries for passive components. Some end customers’ demand has dropped by 60 – 80% compared to original forecasts. 

 

IC

ALL

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

IC

Texas Instruments 

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.  

DS90UB series like 934 / 949 / 954 are critically short in the market right now.  

ISO and DS90 series are experiencing shortages, with ISO series lead times stretched to June 2023 for all new orders.  

Automotive series supply remains constrained. However, consumer market, sensors and MCU family demand is softening. Customers have reported receiving stock with shorter lead times. 

As demand increases for the DS90 series, pricing continues to rise while stock becomes more limited. 

Application products such as the TPSXXXXQ1, LMXXXXQ and DSXXXX series are seeing increased demand, which could lead to further constrained supply in the market. 

 

IC

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 

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

Prices have increased between 5 – 10% for some parts, including DMP3098 and DMP2035.  

Lead times are improving for certain Diodes' parts, however MOSFETs remain in shortage for both automotive and commercial series due to wafer shortages. 

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

 

IC

ALL

Most personal computing application production has dropped 10% compared to last year, a situation that is expected to continue for the next three quarters. Products impacted include: 

  • Desktops
  • Laptops 
  • Workstations
  • Tablet devices

The reduced demand has lowered prices and consequently increased supply of LPDDR chips. 

 

IC

Broadcom Inc. 

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.  

Optical isolator series will be increasing prices around 25%.   

Pricing will increase by 5 – 10% across all series from January 1st, 2023. New orders currently reflect the price changes and lead times are at 52 weeks for most products with no signs of improvement. 

Ethernet chipset production may see delays as IC components critical for the manufacturing process are experiencing shortages. 

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. 

 

IC 

Finished Products 

CPU 

 

Toshiba

Pricing remains stable for Toshiba, but supply is still under allocation with lead times across all products around 40+ weeks. 

Toshiba Memory lead times are currently between 8 – 12 weeks. 

Photocoupler lead times have extended to at least 48 weeks. 

On September 11th there was a power outage at a plant in Japan, which resulted in a temporary shutdown. The impact is still being assessed, but early estimates state that maximum unrecoverable output and losses will only be 10 days’ worth of production. Operations have partially resumed, and Toshiba is providing updates on the situation here. The following are likely manufactured in the factory: 

  • Toshiba Arm Cortex M4 core (TMPN4XXX) 
  • Toshiba Arm Cortex-M3 core (TMPN3XXX) 
  • Toshiba automotive PMIC (TB209, TCB70XXX, TCBXXX, TB900XXX) 
  • Toshiba Power chips and MOSFET – (SSM3 + TC75 prefix; TPC80XXX, TPH4RXXX, TK40SXXX) 

Support for optocouplers is currently struggling, with lead times extending and insufficient stock to support demand. 

 

IC

Mellanox

The MCX-5 series will be end-of-life in 2023, with last time buy opportunities ending in April and final shipments going out at the end of the year.  

As an alternative, Mellanox is pushing customers towards the MCX-6 series, but the increased demand has caused supply to be critically short. 

Lead times for the MCX-6 series are now between 8 - 12 months. 

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. 

 

Finished Products 

Vishay

Power Pak SO-8 (DFN5X6) products are facing capacity issues and SQJxxxEP delivery continues to be pushed out or delayed. 

Shortages persist for SQ series MOSFETs, which are seeing 52 week lead times - manufacturers like Diodes and Infineon are seeing similarly extensive lead times.  

In particular, 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 

IC

Macronix

Current lead times are between 8 – 12 weeks, with quotes related to these timelines and prices valid until Q4. 

NOR Flash 

NAND Flash 

 

Solidigm

SATA SSDs are currently short and all incoming allocation on 240/480 GB are on back order. 

 SSD

Melexis

The MLX811 is suffering severe shortages as demand from automotive customers reaches critical levels. There is no confirmed delivery for this series’ backlog. The shortage is driving further demand for the following series: 

  • MLX906
  • MLX90316
  • MLX90365
  • MLX90363
  • MLX90217

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

 

IC

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. 

Distributors are now accepting lead time orders but recommend waiting until Q4 as price adjustments are expected. Furthermore, lead time orders require NCNR so properly forecasting demand will be very important. 

IC

 

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