MICROCHIP
Since mid-October, Microchip’s demand has increased compared to the past months. It is mainly caused by the extension of the lead time of Microchip. It is said that the lead time for some Part Numbers of Microchip has been extended to more than 26 weeks, including Atmel and Microsemi. The lead time is very long, so the market is in short supply. For example, the demand of Microchip E9641 and LE9643 have increased, but the lead time is long and market is still in shortage.
It is reported that the original factory only accepts pullin delivery after 12 weeks of the order, that is,it can only wait until 12 weeks to pullin the delivery. Otherwise, an expedited fee will be charged, so there are signs have been gradually revealed that Microchip is in short supply. It is better to arrange long-term demand orders as soon as possible.
TEXAS INSTRUMENTS
Since November, TI’s shortage of supply has become more obvious, not only because of the shortage of small wafers, but also because of the agency’s abandonment of shipments in the last quarter. Some part numbers have been in a state of lack of stock, such as TPS6307ORNMR, which previous cost a few cents, but has now reached around 4 US dollars. TI’s price is still unstable this year, and the delivery period will gradually lengthen. If you have some stable demand for part numbers, It is best to stock up in time.
AVX
In the tantalum capacitor market, It is still in shortages at present. The main reason is the insufficient production capacity of the factory, it is caused by epidemic. And the second half of the year, due to the increase in demand for consumer and industrial, new energy, and vehicle-related products, the delivery time has been extended again. A, B, etc. 105 106 107.226UF, 16V, 35V, 25V, etc. are seriously in shortage, and the price is bullish. T521, TPSE, etc. 2971, 7343 and other special low ESR resistance, high polymer capacitors are even more in short supply. For the lead time of alternative brands KEMET and VISHAY are more than 20weeks.
Tantalum capacitors have high reliability and unique advantages that ceramic capacitors, aluminum electrolytic capacitors, and film capacitors cannot replace. They have obvious competitive advantages in the high-end capacitor market, especially in the military industry, it has a stable market share. Due to the inability to improve the delivery time in the future, lack of materials is inevitable, so we still need to pay more attention to it.
