Recent Articles

India and Malaysia both eying bigger slice of semiconductor industry

India says it can become the world's largest semiconductor manufacturing location in the next 4-5 years, "if you have the right ecosystem in place", according to Ashwini Vaishnaw, Minister of India's Electronics and Information Technology Union. “We know for sure that...

Japan and U.K. deepen bilateral ties with new defense and tech pact

Britain and Japan have upgraded bilateral ties to an “enhanced” global strategic partnership after agreeing on a “landmark” deal to step up defense, trade and technology cooperation. Rishi Sunak announced £18 billion ($22.5 billion) of new investment by Japanese...

Reshoring gains momentum amid worsening geo-tensions

“We’re not looking to decouple from China. We’re looking to de-risk and diversify our relationship with China,” President Biden clarified before his departure after attending last week's three three-day summit with other G7 leaders in Hiroshima, Japan. Biden announced...

Taiwan placed at epicentre of US and China conflict

Tensions between the US and China are heightening in what is being described as the global battleground for semiconductors. According to The Guardian, the burgeoning conflict between the two nations can be seen in many areas but is most apparent in the semiconductor...

Analysts report improvement in chip lead times

Mar 20, 2023
semiconductor analysis

Lead times — or the time it takes between placing an order and it being fulfilled — for the industry contracted for the ninth month in a row, another indication that we are exiting the pandemic-triggered chip shortage of about two years, reports Susquehanna Financial analyst Christopher Rolland.

“Overall LTs are now approximately four weeks below record highs set in May,” Rolland said, adding that while lead times for broad-based suppliers like Microchip, Texas Instruments Inc. (TXN) and NXP Semiconductors NV (NXPI) “are coming down fast,” those for STMicroelectronics NV (STMPA.FR), Infineon Technologies AG , and ON Semiconductor Corp. (ON) are “more stable.”

Rolland suggested an early exit from the inventory glut situation by reporting “the acute portion of the semiconductor downcycle for the handset, PC and consumer end markets has passed”.

To avoid electronics supply-chain disruptions, you may also wish to consult an expert in electronics component supply. With more than three decades of supply-chain expertise, Astute Electronics is ideally placed to work with you on your daily component requirements.

For more help with looking at supply chain options, contact Astute Electronics