A fire in Wuxi, China, earlier this month is having serious supply consequences for several manufacturers, including Vishay and Infineon. Wuxi Welnew Microelectronics (“Welnew”) is a sub-tier supplier to several semiconductor manufacturers including Infineon, Vishay,...
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Broadcom advice: Order 6 months ahead
US semiconductor supplier, Broadcom, is urging customers to place orders at least 26 weeks in advance, according to Bloomberg News.
The news agency reports seeing a letter from Nilesh Mistry, Broadcom’s VP of sales, that says lockdowns in Malaysia, Thailand, Singapore and the Philippines “are closing or severely restricting business operations” and urges customers “to place orders at least 26 weeks in advance”.
Broadcom reportedly said: “The closure of these factories may force us to transfer packaging and testing services to suppliers in other countries, and may result in a shortage of some materials needed for our products. If Malaysia tightens its restrictions, our warehouse is forced to close, or needs to operate at a lower capacity, our ability to deliver products to customers will be severely limited.”
However, the letter did not reveal which products are experiencing delayed shipments and what Broadcom’s normal lead time is between orders and delivery.
Read the article here