Showing posts for October 2017
19 October 2017
Electronic Component Lead Time News (October 2017)
Lead times have generally remained constant since our previous update last month but major Discrete and Memory product lines have increased across the board. Discrete manufacturers such as Infineon, On Semiconductor, TI and Vishay are plagued with long lead times and low availability, quoting sizeable increases of up to forty weeks. Supply constraints remain and we would advise purchasing departments to plan in advance or look elsewhere to secure supply.
The Memory sector sees increased lead times once again. Toshiba has had to put their NAND flash products on allocation due to a pause in production in its Japanese plant. Supply constraints remain, with franchise distributors warning that they may be unable to deal with unforcasted demand.
The entire analog market has remained stable since our last update (September 2017).
On the surface, this is good news for purchasers looking to source analog products in the coming months. However, the lead times are generally quite high, especially so for certain ON Semiconductor and TI product families, so we would advise buyers to plan well in advance.
Unfortunately, lead times have risen across the board with most the major manufacturers posting sizeable increases in the last month.
Those that have enlarged their lead times are Infineon (up to forty weeks), Nexperia (twenty-seven), ON Semiconductor (thirty-two), ST (thirty-eight), TI (twenty-eight), Toshiba (twenty-four) and Vishay (forty).
Infineon, the German semiconductor manufacturer, has posted the biggest increases. The lead times for its thyristor product groups have nearly double, up from twenty-four weeks to forty. Its IGBT devices are now available after a thirty-six week wait, up from twenty-two.
This will do little to help buyers who have had to contend with a constricted market for the majority of 2017 and were hoping of seeing some marked improvements during Q4.
Once again, we would advise you to check with independent distributors to secure immediate stock of discrete products.
Stories that Toshiba had to pause production circulated earlier this week and those rumours appear to have some substance as the Japanese manufacturer has placed its NAND flash products back on allocation.
Elsewhere, the memory market does appear to be stable, though Micron’s DDR3 devices remain available on an allocation-only basis, as they have been for the past few months.
There has been no change since our last update in September. Lead times remain relatively low, given overall market conditions.
DSP & Microcontrollers
After a brief period of stabilisation, the availability of DSPs and microcontrollers have decreased somewhat whilst lead times have risen.
After lowering their lead times during the summer, ST Micro has introduced increases across the board. The lead times for both 16-Bit and 32-Bit products are twenty-six weeks but lead times for 8-Bit devices have more than doubled: rising to thirty-weeks from a low of fourteen.
Infineon has also posted an increase in lead times, with their 8-Bit devices now coming with a twenty-week lead time, up from twelve.
After dropping lead times of its programmable logic parts to eight weeks last month, Microchip has increased them back up to an eye-watering twenty-four, a sudden move that will likely to catch buyers wrongfooted.
However, while Microchip has increased its lead times, both Texas Instruments and Xilinx have decreased theirs.
Texas Instruments has doubled its maximum waiting time for standard logic parts since our last check, increasing them from a manageable ten weeks to twenty.
There has also been a rise in Nexperia’s lead times, though their increase is a more mediocre four weeks. The availability of ON Semiconductor logic parts remains static.
17 October 2017
Toshiba Reportedly Suspended NAND Flash Production
Toshiba Reportedly Suspended NAND Flash Production
According to a report published by DigiTimes, Toshiba suspended production of NAND flash components in Japan. The article, printed on October 16th, states that Toshiba suspended all operations due to a ransomware attack on its computer network.
It is believed that the Japanese conglomerate put manufacturing on hold for between three and six weeks in order to deal with the hacking, though a public statement on the issues is yet to be released.
A source, working for a franchised distributor, told the newspaper that the suspension resulted in reduced production of nearly 100,000 wafers. The source added that the facilities are now back up and running.
Many analysts believe that Toshiba’s recent woes will impact an already constricted market. It was hoped that supply would improve towards the end of 2017 but this recent shutdown by one of the world’s biggest manufacturers of memory components has created uncertainties. Some sources are expecting lead times and prices to increase in the short term.
The demand for memory – and NAND flash components especially – has been high throughout 2017. This has been due to the increased memory content in smartphones, the growth of memory-heavy sectors such as servers, and manufacturers undergoing an uneasy transition towards new production techniques. The global supply of NAND flash memory fell short of demand in the latter half of 2016, and has remained tight since.
There was an expectation that the availability and inflated pricing would ease in the fourth quarter of the year, however with this incident, such a correction might not occur.
Enter Electronic Component part number below.