Chip shortage may have peaked

Chip shortage may have peaked

Chip shortage may have peaked

Overall times increased by one day in October to 21.9 weeks.

However, while the lead times for PMIC and opto decreased, the lead time for MCUs increased by six weeks say the analysts.

There’s reported to be a difference between suppliers.

Broadcom’s lead-tines are said to be “well off highs”  but lead-times at TI, Infineon and Micochip are said to be lengthening.

Source: Susquehanna Financial Group

It’s been a good year for the manufacturers – the SOX is up 22% this year