Flyking Weekly Express 20240325

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Broadcom's AI Products in High Demand

As a result of increased demand, network application parts are currently facing shortages, with lead times for highly constrained IC products exceeding 50 weeks. Additionally, the demand for BCM56873 from networking and data center customers is driving market demand, leading to supply shortages. Broadcom's SS22, SS24, and SS26 series products are highly sought after in the market due to their artificial intelligence applications.

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Nvidia's H100 Faces Potential Obsolescence

There are speculations that Nvidia's H100 may become obsolete in Q2 this year. However, there is anticipation for increased demand for H200 and H100 NVL 94GB as replacements, with plans to support NVL 94G cards.

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Microchip's Pricing and Lead Times Stabilize

Microchip's overall product prices are stabilizing, with reduced lead times for 8-bit MCUs to 4-12 weeks and 32-bit MCUs to around 4-18 weeks. USB product lead times are also shortened to about 14 weeks, with minimal price fluctuations.

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Murata Faces Component Supply Challenges

Murata's customers are turning to alternative manufacturers for important Choke components due to shortages, particularly in the LQH series after the Noto Peninsula earthquake. Prices have also increased significantly.

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Analog Devices Announces Limited Shipments

Analog Devices will release a limited number of shipments daily from March 15th to March 25th. While prices and lead times are expected to remain stable during this period, a 20% to 25% price increase is planned for April to June, affecting a significant portion of Analog Devices' catalog.

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Samsung DRAM Supply Challenges Continue

Samsung's DRAM supply has not improved, and customers are hopeful for improvement as Q1 ends. Manufacturers are requiring detailed customer and project information before providing quotes, with speculation of a 30% price increase for DDR5 64GB in April.

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NXP Sees Stable Prices and Reduced Lead Times

As Q1 ends, NXP's product prices are stabilizing with significantly reduced lead times compared to 2023. Vehicle-grade products now have lead times of 18-52 weeks, showing a decrease in lead times and prices. 8-bit and 32-bit MCU lead times are stable at 13-39 weeks.

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Infineon Faces USB Price Increases and Automotive Component Shortages

Amid a stable environment, Infineon's USB product prices have risen, but lead times have shortened to 20-32 weeks. Automotive-grade products remain in short supply, with uncertain lead times.

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