New Product Launch
KIOXIA intends to reduce NAND production by 30%
DRAM Sufficiency Ratio is expected to drop from 11.6% to less than 10%
NAND Flash field’s ratio will decrease from 10.1% to 5.6%
Price Changes
Pricing for memory modules has dropped consistently by 8%-12% over the past three months
Intel’s low-capacity SSD prices dropped by 15%-20%
Lead Time Impacts
Lead times for all sensors has climbed to over 52 weeks
Series ADXL1/2/3 xxx have lead times between 26- to 52-weeks
Series ADXL312, ADXL362 and ADXL345, have lead time up to 90 weeks
STMicro has not yet stabilized supply and lead time, which are still over 50 weeks
Bosch lead times sit at 26 weeks
Geopolitical Impacts
Murata wants to establish new facilities in Thailand and Vietnam, along with increasing production in India to handle the decoupling between the U.S. and China