Flyking Weekly Express 20230417

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Lead Time and Prices of Vishay’s Products Is Strongly Affected by The Wuxi Fire

?Affected by the damage of the Wuxi factory fire, Advanced Power Semiconductor TOPLED, which was prepared to release by Vishay, was forced to announce a delay. Vishay expects the issue to be resolved by May 2023, but product delivery may be delayed in the coming months. However, this will have little impact on some of the lower-demand materials. In addition, since the resistor production line has been impacted by the raising cost of raw materials and logistics, coupled with the impact of the Wuxi fire, the price may keep increasing.

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NXP’s Demand Keeps at A High Level

NXP's recent demand for automotive-grade MCUs keeps at a high level, which causes higher prices. The lead time of 16-bit MCUs is around 26-52 weeks and the lead time of 32-bit MCUs is around 45-52 weeks. And there is no sign of demand easing in a short time.

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Lead Times and Prices of Micron’s Products Are Stable

The lead times of Micron's NVMs this month is mostly stable and prices are as well, but some of Micron's products are still facing the problem of allocation. In addition, Micron will expand its Flash-NOR production line support program for customers.

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Microchip’s Demand Keeps at A Hight Level

Microchip's demand for automotive-grade MCUs is relatively stable this week. The lead times of 8-bit and 32-bit MCUs are around 40-52 weeks and the lead time of 16-bit MCUs is around 26-52 weeks. The lead time of the ATSAMA5D series will take 100 weeks or even longer due to its extremely high demand.

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Lead Times and Prices of Intel’s Products Are Stable

The overall lead time and prices of Intel’s products are relatively stable. The lead time of FPGA is generally about 65 weeks, and the lead time of CPLD is generally about 45 weeks. However, according to uncertain news, since some products are still in allocation, their lead time might be extended.

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New Energy Vehicles Industry Brings Huge Benefit to Infineon

Senior vice president of Infineon China recently announced at an automotive electronics developers conference that, from the perspective of production and sales, China is possibly to be the world's largest automotive market, with an average annual growth rate of nearly 30% compound rate. Intellectualization and advanced driver assistance systems in new energy vehicles will bring more than 20% growth for Infineon. Power semiconductors such as OBC, DCDC, and others will also grow at an average annual growth rate of 25%.

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Renesas Electronics Released The First 22nm Microcontroller Prototype

Semiconductor solutions provider Renesas Electronics announced the launch of the first microcontroller (MCU) based on the 22nm process. This wireless MCU supports the low-power Bluetooth 5.3 specification with the integration of software-defined radio (SDR). Renesas is now offering prototypes of the new product to select customers and expects to be fully available in the fourth quarter of 2023.

ADM Has Recently Suspended Shipments to Certain Customers

According to reports, ADM has recently suspended shipments to certain customers, which has led to stranded dealer inventory. The situation of delayed shipments remains to be seen. This move will affect Rome and Milan series to some extent.

ADI Is Facing Stock Shortage Problems

Recently, the series of LTC4 and LTC6 are facing a serious shortage of stock, which are both applied in battery charging and monitoring. ADI's current target markets are industrial and automotive markets, for which they have expanded investment in research and development in the last year. Although there are limitations at the present stage, it seems that ADI's inventory will improve in general this year. Some products have been shortened to less than 13 weeks of lead time. However, most of the products' lead time might not be improved until October.

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