Free Trial

Chip Delivery Times See Largest Monthly Decline Since At Least 2017

GLOBAL
  • Consistent with sizeable improvements in supply chains more broadly, chip delivery times shrank by eight days in December for the biggest month-on-month decline since at least 2017, according to research by Susquehanna Financial Group.
  • Lead times averaged about 24 weeks in the period, now three weeks below record highs in May last year but still considerably above the 10-15 weeks seen in pre-pandemic periods.
  • Analyst Christopher Rolland: "All product category lead times were down this month".
  • Particularly sizeable improvements in the report from Infineon Technologies AG, a major supplier of chips used by carmakers (cut by 23 days), Texas Instruments Inc., which has the biggest customer list in the industry (cut by four weeks) and Microchip Technology Inc. (cut by 24 days).

To read the full story

Close

Why MNI

MNI is the leading provider

of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.

Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.