Industry Insider is an industry report published by Fusion Worldwide that introduces the followingThe latest trends in supply and demand in the electronic components and finished goods market。Here are the key takeaways from this week's report.
1.AMD (Chaowei Semiconductor).
The reduction in production of Chaowei Semiconductor in the United States may lead to a shortage of the Geona series and Rome series products. Demand trends at the end of the year suggest that this shortage is likely to start in the first quarter.
2.Broadcom
According to reports, the lead time of Broadcom's products has not improved, and the standard lead time remains at 50 weeks.
The shortage of AI GPUs has had a trickle-down effect on Broadcom's customers, who currently have excess inventory of integrated circuits that they plan to use for AI projects. Due to Broadcom's cancellation policy, customers are not allowed to return parts that have already been ordered, resulting in its customers now holding excess inventory.
3.Intel
After Cascade Lake and Cascade Lake R issued discontinuation notices, their lead times fluctuated. Due to tight schedules and lead times ranging from 4-6 weeks, Intel has been unable to meet customer demand.
There is a shortage of certain CPU (** processor) series products, including the R, 6248R, which are temporarily unavailable for pre-order or advance ordering.
Intel will be eliminating the Ice Lake family of products** for most OEMs. In addition, production of the 10th and 11th generation series has also declined over the past few months as the company has shifted its production focus to the new 14th generation.
Unless the market** is able to meet demand, the shortage of Model 6248R products is likely to continue into January or February 2024. Intel still has a large backlog of orders for the 4210 and 4210R models, so manufacturers must be more strategic in their capacity and allocation.
4.Marvell
Data center revenue in the last quarter was much higher than expected, driven by stronger-than-expected AI revenue. This means increased sales activity for Marvell's 800-gigabit PAM optoelectronics.
5.Micron
It has been reported that for most customers, SSD (Solid State Drive) allocations will not be available for the remainder of Q4.
6.NVIDIA
Nvidia's revenue last quarter was $18.1 billion, up 34% sequentially and more than 200% year-over-year. This result suggests that the demand for HGX with Infiniband has essentially made the product a reference architecture for AI supercomputers and data center infrastructure. In 2024, demand for NVIDIA's products will increase, especially the GH200 Grace Hopper superchip, which is built specifically for AI factories.
Nvidia has been redesigning its AI chips to circumvent U.S.** restrictions, but the U.S. Commerce Department said it will continue to modify semiconductor restrictions to discourage these redesigned circumventions.
If this is the case, the next round of restrictions** may affect the upcoming H20, L20, L2, and RTX 4090 D products. The shortage of the RTX 4090 has prompted customers to switch to the 4080 to maintain production, which will create a shortage of 4080 that will likely continue into next year.
7.Samsung
The demand for DDR4 memory continues to rise as customers continue to stock up on certain high-performance memory lines.
The upward trend for RDIMMs DDR5 memory and DDR4 memory** is expected to continue, with an expected increase of 7-10% next month. The production of DDR5 memory is still struggling to meet demand, while the production of DDR4 memory has decreased. Based on possible constraints, the period from Q1 to Q2 is expected to continue.
8.Seagate
Pricing has been at a 5% rate twice in the past few weeks, and this trend is expected to continue in 2024. While these developments will affect the entire memory market, SSDs are likely to be the primary target. A 10% increase is already planned for the first quarter and another 10% increase in the second quarter. Due to insufficient production, the company is still dealing with a large number of backorders from customers, and the two price increases will affect all products as a result.
Customers report that 256GB of DDR5 memory** is limited. If production continues to fail to keep up with demand, support for this density may be limited for a few months.
9.solidigm
Solidigm pricing is expected to be 25% or more in Q1**, with pricing for all SSDs trending upwards and continuing to do so. The S4520 series is the latest cost-adjusted model, and some MPNs in the series are currently in short supply and cannot be allocated.
Western Digital
According to the letter to the customer, the SSD is expected to be 20% in January. Previously, SSDs had been steady throughout December, with gains ranging from 5%-10% depending on the product. Pre-order lead times are approximately 8-10 weeks and will increasingly be limited to allocation unless the distributor has inventory of generic models related to the current project.
1.NXP (NXP Semiconductors***.)
Customers are seeing an increase in the number of MCIMX series products that are not meeting their promises.
2.Samsung, Yageo, and Vishay
Samsung, Yageo, and Vishay are planning to cut production of passive components, with MLCCs (multilayer ceramic capacitors) being the focus of the cuts, which could prompt customers to switch to other manufacturers and limit MLCC's SKUs.
3.Texas Instruments
Market activity for the TMS320F family of MCUs is heating up, with lead times varying by MPN but stabilizing between 40-60 weeks. Quality issues affected the quality of some Switching Voltage Regulator MOSFETs, and the customer had to return the order.
1.Infineon
As the consumer market has seen a surplus of low-voltage MOSFETs, MOSFET and IGBT (Insulated Gate Bipolar Transistor) conditions and lead times have fluctuated.
In addition, the lead time for IGBTs has been extended due to current capacity issues in the production process affecting the product. Affected products include:
IPB IPD TSD IR series of low- and medium-voltage MOSFETs
High-voltage MOSFETs from the IPW SPW IPD SP series
2.NXP (NXP Semiconductors***.)
Some customers in Europe have reported that the FS32KXXX series of components is very tight.
3.STMicroelectronics
Demand for certain components in the L9826 series is on the rise due to customer desire to purchase in large quantities, with a current lead time of 32 weeks.