Lead times -- the gap between when a chip<\/a> is ordered and when it is delivered -- averaged 26.8 weeks in August, according to research by Susquehanna Financial Group. That was a day shorter than they were in the prior month.
![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
“We believe over-ordering trends and inventory builds have yet to work through the system,” he said in a research note.
In the personal computer market, the supply chain<\/a> has largely returned to normal operations, Dell Technologies Inc.<\/a> Chief Financial Officer Tom Sweet said Thursday. Many component costs are getting cheaper as availability has improved and demand has weakened, though Dell is working on clearing its inventories before being able to take advantage of more favorable component prices, Sweet said.
The chip industry often struggles to match supply with demand, partly because the components take months to manufacture. Semiconductor<\/a> makers also are serving a much larger swath of the economy these days, with chips going into cars, factory equipment and appliances.
In the past, investors have viewed extended lead times as a sign that the industry was building up too much inventory -- a precursor to a slump. But the supply chain disruptions caused by the pandemic created unprecedented shortages. Getting back down to 10- to 14-week wait times would be “healthy,” Rolland said.
The wait for some power management, microcontroller and optoelectronic devices<\/a> remains extended, Rolland said. Companies such as Microchip Technology Inc.<\/a> and Infineon Technologies AG are still scrambling to fill those kinds of orders.
Other chipmakers, though, are already suffering from a drop-off in demand. That includes Nvidia Corp.<\/a> and Intel Corp.<\/a>, which rely heavily on the PC market.
Chip investors have already been bracing for a steep downturn. The Philadelphia Stock Market Semiconductor<\/a> Index has fallen 33% this year.
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芯片交货* 8月再次萎缩,表明全球短缺进一步宽松,但某些类型的半导体仍然很难找到。
交货期——当一个之间的差距芯片是有序的和交付时,8月平均26.8周,根据Susquehanna金融集团的研究。一天比他们矮的。
较短的等待时间反映需求放缓对某些类型的技术——即手机和个人电脑——据萨斯奎哈纳分析师克里斯·罗兰。但部分市场仍然过热,订单超过芯片制造商可以填补他们。
“我们相信经济学家库存趋势和构建尚未通过系统工作,”他在一份研究报告中表示。
在个人电脑市场供应链已经基本恢复正常操作,戴尔技术公司。首席财务官汤姆甜周四表示。许多组件成本越来越便宜的可用性得到了改善,需求减弱,尽管戴尔正在清理库存之前能够利用更有利的组件价格,甜蜜的说。
芯片行业往往难以匹配供应与需求,部分原因是组件需要数月时间才能生产。半导体制造商也提供一个更大的经济,与芯片进入汽车、工厂设备和电器。
在过去,投资者认为延长交货期是表明行业建立存货太多,衰退的前兆。但造成的供应链中断流行创造了前所未有的短缺。让回到10 -尽早等待时间将“健康,”罗兰说。
等待一些电源管理,单片机和光电设备仍然延续,罗兰说。等公司微芯科技有限公司和英飞凌科技公司仍然努力完成这些订单。
不过,其他芯片制造商已经遭受需求下降。包括Nvidia Corp .)和英特尔(intc . o:行情)。个人电脑市场的严重依赖。
芯片的投资者已经将大幅下滑。的费城股票市场半导体指数今年已下跌33%。
交货期——当一个之间的差距芯片是有序的和交付时,8月平均26.8周,根据Susquehanna金融集团的研究。一天比他们矮的。
“我们相信经济学家库存趋势和构建尚未通过系统工作,”他在一份研究报告中表示。
在个人电脑市场供应链已经基本恢复正常操作,戴尔技术公司。首席财务官汤姆甜周四表示。许多组件成本越来越便宜的可用性得到了改善,需求减弱,尽管戴尔正在清理库存之前能够利用更有利的组件价格,甜蜜的说。
芯片行业往往难以匹配供应与需求,部分原因是组件需要数月时间才能生产。半导体制造商也提供一个更大的经济,与芯片进入汽车、工厂设备和电器。
在过去,投资者认为延长交货期是表明行业建立存货太多,衰退的前兆。但造成的供应链中断流行创造了前所未有的短缺。让回到10 -尽早等待时间将“健康,”罗兰说。
等待一些电源管理,单片机和光电设备仍然延续,罗兰说。等公司微芯科技有限公司和英飞凌科技公司仍然努力完成这些订单。
不过,其他芯片制造商已经遭受需求下降。包括Nvidia Corp .)和英特尔(intc . o:行情)。个人电脑市场的严重依赖。
芯片的投资者已经将大幅下滑。的费城股票市场半导体指数今年已下跌33%。
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