Global semiconductor supply is still in short supply, and the delivery time reaches 26.6 days From Susquehanna Financial Group

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As the Chinese epidemic and the Japanese earthquake further hindered supply, the waiting time for semiconductor delivery in March was slightly prolonged and set a new record. Research by Susquehanna financial group shows that the delivery time – the time interval between chip ordering and delivery – increased by two days to 26.6 days last month.

While chip users again face longer waiting times, delivery times have slowed significantly slower than in 2021, when many industries were forced to cut production due to a lack of key components.

According to the report written by Chris Rolland, an analyst at Susquehanna, the lead time of most chip types (including power management, microcontroller, analog chip and memory chip) has been extended. He said that the war in Ukraine, the epidemic in some parts of China and the Japanese earthquake “will have a short-term impact in the first quarter, and may also have a sustained impact on the severely restricted supply chain throughout the year.”

As the epidemic has stimulated the demand for consumer electronic products and automobiles, a global semiconductor shortage began to appear in the first half of 2020. Semiconductor manufacturers have previously invested less in increasing factory output, while a sudden shortage of chips has disrupted the production of everything from smartphones to pickups and stimulated inflation by raising supply costs.

Chip industry executives warn that some customers will not get enough supply until 2023. Most of the new plants built by Intel and other companies will not be put into operation until next year at the earliest.

More reading: Gartner: global semiconductor sales reached US $339.7 billion in 2016, with a year-on-year increase of 1.5% WSTS: it is expected that the global semiconductor market will reach US $469.4 billion in 2021, with a year-on-year increase of 8.4% IC insights: it is expected that the shipment of semiconductor devices will exceed 1 trillion in 2021, a record high and rise 40 times in five years. IC insights: it is predicted that Intel will be the first semiconductor manufacturer in 2020, How did this business start in Taiwan? In July 2020, the sales volume of semiconductor equipment manufacturers in North America increased significantly year-on-year and month on month. Samsung: 4q19 degree net profit was $4.4 billion, down 38.2% year-on-year. IDC: it is expected that more than half of the global semiconductor market in 2020 may decline by 6% year-on-year. Semiconductor: emerging opportunities and winning strategies (with download) smart things: 2019 global semiconductor industry inventory software: arm planning released! Gartner: Apple Samsung Semiconductor consumption reached US $81.8 billion in 2017, accounting for 19.5% of the world. Gartner: global semiconductor revenue in 2016 was US $343.5 billion, with a year-on-year increase of 2.6%. SIA: Q3 global semiconductor sales in 2021 were US $144.8 billion, with a year-on-year increase of 27.6%

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