Chip delivery time shortened in September
Author：netwing Time：2023-03-21 Browse：
According to foreign media reports, data shows that the delivery time of the semiconductor industry has been shortened for 9 consecutive months, indicating that the crisis of "core shortage" for about two years caused by the COVID-19 has passed
It is well known in the industry that in the past few years, most of the driving force behind global chip manufacturing capabilities, such as the US allocating $52 billion last year to expand domestic chip manufacturing, was due to the two-year chip shortage caused by the COVID-19 pandemic. However, last year's shortage quickly turned into oversupply, reducing the demand for additional production capacity.
However, as chip manufacturers release their order capacity more quickly, Christopher Rolland is concerned that this change may lead to some orders being cancelled. The bearish news hit the weak trend of US semiconductor stocks on the 15th. The key benchmark for chip stocks, the Philadelphia Stock Exchange Semiconductor Index, fell 1.09% (32.76 points) on the 15th and closed at 2977.39 points.
According to MarketWatch, Christopher Rolland, an analyst at Susquehanna Financial Group, pointed out in a report on Wednesday that the semiconductor industry's delivery time (from chip ordering to delivery) has been shortened for nine consecutive months, indicating that the "chip shortage" crisis caused by the pandemic in the second half of 2020 has become history.
Rolland pointed out that the current delivery time in the semiconductor industry is four weeks lower than the historical peak in May 2022. According to his prediction, the actual delivery time may be shortened faster because distributors are unwilling to lower delivery times due to concerns about customer order cancellations.
In terms of relatively scarce brands, Rolland stated that Microchip's delivery time has significantly shortened, and the delivery time of FPGA chips produced by Serenius has sharply declined in the past few months. "In this fiscal quarter, we learned from many companies that the supply of FPGA has been improving. This contraction may also indicate that the network terminal market dominated by FPGA may be slowing down."
In addition, Rolland stated that although delivery times from broad-based suppliers such as Microchip, TI, and NXP are rapidly decreasing, delivery times from STMicroelectronics, Infineon, and Ansemy Semiconductor are becoming more stable.
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