According to Bloomberg, some studies show that chip delivery time was shortened again in August, indicating that global shortage is further easing, but some types of semiconductor are still difficult to find.
Susquehanna Financial Group data shows that the delivery time in August (the time difference between chip ordering and delivery) averaged 26.8 weeks. This is one day shorter than last month.
analyst Chris Rolland noted that the shorter waiting period from ordering to delivery reflects a slowdown in demand for certain technologies such as mobile phones and personal computers. Analysts also believe that some markets are still overheated and orders are placed faster than chip manufacturers shipped. "We believe that over-ordering trends and inventory construction have not yet worked through the system," Tom Sweet, chief financial officer of Dell Technology , said Thursday that in the personal computer market, the supply chain has basically resumed normal operations. Sweet said that as availability improves and demand weakens, many component costs are becoming cheaper, although Dell is cleaning up inventory before it can take advantage of more favorable component prices.
Rolland said it would be "healthy" to go back to the 10-to-14-week waiting time. At present, some power management components, microcontroller and optoelectronic components are still in short supply, and orders have put pressure on companies such as Microchip and Infineon . However, other chip manufacturers have struggled with a decline in demand, including Nvidia, which relies heavily on the PC market and , Intel, .
analysts said semiconductor manufacturers are now serving a wider range of chips, including automobiles, electrical appliances and industrial equipment.
Editor: Elaine
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