Lead times -- the gap between when a chip is ordered and when it is delivered -- averaged 26.3 weeks in the period, according to research by Susquehanna Financial Group<\/a>. That compares with nearly 27 weeks the prior month.
Wait times contracted for all key product categories, with power-management and analog chips seeing the biggest declines, Susquehanna analyst Christopher Rolland said in a research note.
A global chip shortage bedeviled a wide range of industries in the past year, with automakers and other manufacturers struggling to get enough semiconductors. Pockets of supply constraints remain, but now many chipmakers are concerned about the opposite problem: chip inventory getting too high.
A sales slowdown in certain markets, such as personal computers, has left Intel Corp.<\/a> and Advanced Micro Devices<\/a> Inc. with less demand than expected. AMD<\/a>’s third-quarter sales missed projections by more than $1 billion earlier this month, and Intel<\/a> is poised to cut jobs to cope with the slump.
US tensions with China also are clouding the chip industry<\/a>’s future. The Biden administration announced new export curbs this month, restricting what US companies can sell to the Asian nation.
The Philadelphia Stock Exchange Semiconductor<\/a> Index, a key benchmark of chip stocks, has fallen 44% this year.
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芯片交货时间缩水迹象表明供应紧缩正在缓和
等待时间承包所有关键产品类别,电源管理和模拟芯片看到最大的下降,萨斯奎哈纳分析师Christopher罗兰在一份研究报告中表示。
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芯片交货时间在9月下降了四天,多年来的最大跌幅,有迹象显示,该行业的供应紧张是宽松的。
交货期,当芯片之间的差距是订购和交付时,平均为26.3周期间,根据研究Susquehanna金融集团。相比之下,近27周之前。
等待时间承包所有关键产品类别,电源管理和模拟芯片看到最大的下降,萨斯奎哈纳分析师Christopher罗兰在一份研究报告中表示。
全球芯片短缺困扰范围广泛的行业在过去的一年中,汽车制造商和其他厂商难以获得足够的半导体。口袋的供应限制依然存在,但现在许多芯片制造商关心的是相反的问题:芯片库存太高了。
在某些市场销售放缓,如个人电脑,已经离开了英特尔(intc . o:行情)。和先进的微设备公司用更少的比预期的需求。AMD的第三季度销售额低于预测本月早些时候,超过10亿美元英特尔准备裁员以应对经济衰退。
美国与中国之间的紧张关系也湿润了芯片行业的未来。拜登政府本月宣布了新的出口限制,限制美国公司可以卖给亚洲国家。
的费城证交所半导体芯片的关键基准股票指数,今年已累计下跌44%。
交货期,当芯片之间的差距是订购和交付时,平均为26.3周期间,根据研究Susquehanna金融集团。相比之下,近27周之前。
等待时间承包所有关键产品类别,电源管理和模拟芯片看到最大的下降,萨斯奎哈纳分析师Christopher罗兰在一份研究报告中表示。
全球芯片短缺困扰范围广泛的行业在过去的一年中,汽车制造商和其他厂商难以获得足够的半导体。口袋的供应限制依然存在,但现在许多芯片制造商关心的是相反的问题:芯片库存太高了。
在某些市场销售放缓,如个人电脑,已经离开了英特尔(intc . o:行情)。和先进的微设备公司用更少的比预期的需求。AMD的第三季度销售额低于预测本月早些时候,超过10亿美元英特尔准备裁员以应对经济衰退。
美国与中国之间的紧张关系也湿润了芯片行业的未来。拜登政府本月宣布了新的出口限制,限制美国公司可以卖给亚洲国家。
的费城证交所半导体芯片的关键基准股票指数,今年已累计下跌44%。
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