As we enter another global spike in COVID-19 more uncertainty rises in its impact it could have on electronic global supply chains and manufacturers.
Manufacture Altera has had an increase in lead times to 15-16 weeks this is due to the demand from the server market. Analog devices have reported their lead times are more than 20 weeks on some parts, this is due to low capacity of ASP materials for medical parts.
Linear Technology have reported they are extending their LTM lead times to 20-24 weeks, while their LT series lead times currently stand at 16-20. LT1 and LTC1 are also unstable. Consequently, the company reported that parts used in medical equipment are experiencing unstable lead times, like Analog this is likely due to the impact of Covid-19 and the demand for medical supplies. NXP factories are experiencing wafer shortages and lack of production capacity. Their MPX/Sensor series has spiked to 26 weeks, the market price has risen by 20% this is a result in the sensors being used in medical treatments.
Maxim Integrated has announced due to the recent lockdown of Maxims Philippines factory has caused delays and lead times are remining at 14-16 with backlog unable to be pulled in. Similarly, company Microchip lead times are stretching to 16-20 weeks this is due to the limited factory capacity due to COVID-19. OMRON Micro switches are experiencing stretched lead times and increase in pricing particularly effecting the D2FC series. Lead times are now around 14-20 weeks. ROHM plants in Philippines are currently working at 50% due to COVID-19 quarantine.
AVX tantalum caps and F series parts are expecting shortage, the lead times have increased to a staggering 30-40 weeks, this has led to AVX not accepting lead time-based orders.
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