Vishay’s manufacturing in Ukraine is experiencing delays due to the Russia-Ukraine war. Affected series include VS-10 and VS-40.
Both Seagate and Western Digital hard drive production is affected by raw material shortages and increased logistics costs. Seagate has already increased its HDD product prices by 3-4%.
Memory makers have shifted production from 2933 speed modules to 3200 speed-ones. This has led to increased demand for 2933 modules, resulting in shortages.
Lead times for Mellanox MCX series have increased to 26-32 weeks. The MCX-5 and MCX-6 series have the least availability.
There is an uptick in demand for the NVIDIA’s Tesla T4 and the Quadro P400, P620 and P1000 series. These enterprise GPUs all receieved EOL notices and were available until Q4.
1 YEAR LTS
Supply of Intel ethernet controller chipsets continue to be constrained, as booking lead times remain at a minimum of 1 year. Intel is working directly with end customers to provide support.