Chip delivery times narrowed by four days in September, but still averaged more than half a year at 26.3 weeks and are clouded by political tension.
Lead times – the gap between when a chip is ordered and when it is delivered – fell from 27 weeks to 26.3 weeks, according to research by Susquehanna Financial Group as reported by Bloomberg.
Susquehanna analyst Christopher Rolland said wait times decreased across all key product categories, with power management and analog chips seeing the biggest declines, however pockets of supply constraints remain.
The report also noted US tensions with China also are clouding the chip industry’s future. The Biden administration announced new export curbs this month, restricting what US companies can sell to the Asian nation.
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