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Supply Challenges
Constraints for NXP MCU persisting for automotive and industrial customers
Lead Time Impacts
Demand for Microchip’s EEPROM is rising, causing lead times to extend beyond 52 weeks
Price Changes
Due to customers funneling excess inventory, memory pricing is dropping 4 - 9% across the open market
New Product Launch
Due to recent launch of GPT-4, lead times and pricing are extending for high-end GPUs, specifically A100 and H100