Flytronics Weekly Express 20240715

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Intel Withdraws Support for Older CPUs

Intel is withdrawing support for Ice Lake Server CPUs and other older series to encourage customers to transition to newer generations. Additionally, the company has not offered special pricing for these CPUs to further motivate upgrades, limiting large orders for the 63XXX and 83XXX series.

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Broadcom AI IC Demand Extends Lead Times

Due to the high demand for Broadcom's AI interface ICs, lead times for SS27 and SS29 have extended beyond one year. This shift to support AI-related products may impact delivery times for non-AI applications.

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Xilinx-AMD Integration Shortens Lead Times

As the Xilinx-AMD integration progresses, product lead times have shortened to 25 weeks. The discontinuation of XCFxxx, XCS2, XCS3, XCR3, and XC95 series last month has driven customers to seek support for alternative products.

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Western Digital Raises HDD Prices

Western Digital is increasing prices for its 18TB, 20TB, and 22TB hard drives by about 10%. Prices for 14TB drives will rise by 4-6%, while early reports suggest a potential price drop for 24TB drives. Customers are negotiating contracts to adapt to these cost changes and updated delivery schedules.

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Samsung DDR5 Pricing Surge

Samsung's DDR5 RDIMM prices have increased this month and are expected to rise another 10-15% in the coming weeks. Demand for 7.68TB and larger SSDs is higher, prompting Samsung to prioritize their production. Additionally, Samsung faces its largest strike ever, potentially impacting chip production and leading to further price increases for memory chips.

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MediaTek's Q1 5G Market Share Rises to 29.2%

According to Omdia, MediaTek-powered 5G smartphone shipments saw a strong 53% year-over-year growth in Q1 2024, rising from 34.7 million to 53 million units. MediaTek's 5G market share increased from 22.8% to 29.2%, ranking first. Omdia attributes MediaTek's success to its dominance in the sub-$250 5G smartphone market.

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NXP MCIMX Series Shortages

NXP's MCIMX series faces shortages due to rising raw material costs. Prices for the FS3 series are climbing, with lead times now at 52 weeks. The MCIMX6G2CVM05AB chip's lead time is 16-18 weeks, and the MCIMX6Y0DVM05AA microprocessor is also in high demand, with tight inventory.

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Micron Reduces Automotive Chip Production

Micron is reportedly reducing the production of automotive-grade LPDDR4X and LPDDR5X chips, affecting supply. With AI's rise, Micron and other memory giants focus on HBM production. However, Micron's HBM supply for this year is exhausted, and most of next year's capacity is already sold. To meet demand, Micron is building advanced HBM testing lines in the US and considering production in Malaysia.

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