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21 February 2018

Semiconductor Lead Time News (February 2018)

Global spending in the semiconductor sector hit a five-year high last year, rising an incredible 17% when compared to figures from 2016. Analysts appear to agree that the inflated sales numbers were significantly impacted by market availability diminishing over the last twelve months, leaving purchasers facing a combination of spiralling costs and ever-increasing lead times.

Thankfully, the entire sector has entered a period of stability in recent months. Our information indicates that little has changed in the past four weeks, with many lead times remaining static as we head towards the end of Q12018.

Yet despite marking conditions plateauing after a turbulent 2017, we have noticed some potentially troublesome warning signs. Take discrete semiconductors, for example as overall availability has decreased, with many manufacturers raising their lead times to a high of forty-weeks.

For a full breakdown, read our complete market report below

In short

  • The opto sector is stabilising, with improvements expected later in Q12018
  • Many manufacturers increase lead times for discrete product groups
  • All Micron flash lines are now on allocation
  • Reports suggest NXP could raise prices

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