Semiconductors

For the first time in quite a while, Washington is in the chips. Computer semiconductor chips, that is. Congress late last week passed a bipartisan $280 billion package of subsidies and research funding to increase America’s international competitiveness in the high-tech sector. It is designed to make the U.S. less dependent on Taiwan for production of the ubiquitous wee chips that are critical to U.S. competitiveness.

In this semiconductor lead time report, we describe how things in the electronic component supply chain industry are developing along with several interrelated crises cultivating unprecedented disruption.

Here is a comprehensive update on the global electronic component shortage, component lead times, and a forecast of when the parts crunch will end.

Sourcengine uses its robust market intelligence resources to create a thorough lead time report every quarter and features up-to-date availability information on a wide range of electronic components made by a slew of chipmakers including pricing and turnaround time forecasts through March 2022.

Several Japanese chipmakers halt production following an earthquake, Foxconn partially resumes production in Shenzhen, and DRAM prices to rise in Q2 2022.

Leading chipmaking executives and insiders believe the electronic components supply chain will grapple with lead time delays, availability issues, and pricing fluctuations throughout the coming year and into 2023.

The average microchip lead times have risen to a record 22 weeks which is being attributed to the extension of production and delivery dates to the Chinese government's power reduction mandates.

Every quarter, Sourcengine publishes a comprehensive lead time report covering the supply chain electronics industry and has established that the worldwide component bottleneck will not ease up until late 2021 or even into 2022.

Recently, electronics industry leaders and foundry service provider executives expressed their belief that the chip shortage will persist into 2023.

For the last five years, the semiconductor industry has been incredibly volatile, with abrupt shifts in geopolitical relations, devastating natural disasters, and changes in consumer buying habits have fostered irreversible changes within the sector, so how will things look in 2030?

Every quarter, Sourcengine publishes a comprehensive lead time report covering the supply chain electronics industry and has established that the worldwide component bottleneck will not ease up until late 2021 or even into 2022.

The electronic component industry's leading e-commerce marketplace sees first half 2021 forecast business boom as global manufacturers reconsider purchasing & procurement practices.

Manufacturers, OEMs and CMs, should be aware of multiple factors that may yet complicate part sourcing, availability, and costs in the near future.

Bloomberg Gadfly columnist Brooke Sutherland and Christopher Rolland, an analyst at Susquehanna Semiconductor, examine Broadcom Ltd.'s $105 billion offer for Qualcomm Inc. on "Bloomberg Daybreak: Americas."