Market Shortage Update

Market Shortage Update

Shortages continue to strain the semiconductor market across many products, brands and verticals.


Memory:

There is no easing of DRAM and NAND undersupply on the immediate horizon. There are predictions that DRAM average selling prices will rise another 5% in Q3 2017, while the average selling price of NAND chips surged by 20-25% in Q1 2017.


NOR Flash:

As of March 2017, Cypress Semiconductor set to upwardly adjust its prices for certain flash products on tight supply, including NOR Flash (S29xxx). As of mid June 2017, it has been formally communicated to customers directly from Cypress that 65nm and 90nm S29GL series are now officially on allocation for Q3 and Q4 2017.


NAND Flash:

Memory Cards, Micro SD and SDHC are hard to find, especially on the obsolete densities 4GB and 8GB, which are currently experiencing high demand with a limited supply.


Passive Components: 

  • Murata is on hard allocation

  • Kemet lead times have now been extended for over 20 weeks

  • Rohm is not accepting any new orders

  • Vishay is +365d lead time

  • TDK is suffering price increases and lead time push outs

  • Panasonic – allocation on thick film resistor technology (ERJ series)

  • Littlefuse issues, specifically parts required from On Semi. The product portfolio includes transient voltage suppression (TVS) diodes, switching thyristors and insulated gate bipolar transistors (IGBT) for automotive ignition applications.

Other Manufacturer Issues:

  • On Semi

  • NXP and Nexperia

  • TI is still experiencing lead time push outs

  • STM 32-Bit controllers 32F series amongst other series and other MFG’s

http://www.eetimes.com/document.asp?doc_id=1331987