Today, some media reported that the trend of global chip supply shortage caused the lead time of chip orders in February this year to be extended by 5 to 15 weeks compared with October last year, and even the lead time of some chips was as long as 99 weeks.
It is reported that the main productivity of chip manufacturers is currently focused on the supply of cutting-edge chips, which will increase the production capacity of cutting-edge chips by 13% in 2021, but also lead to an imbalance in the overall market situation.
Sourcengine, an American electronic component distributor, reported that due to the current imbalance in the chip market, compared to October last year, some chip orders were generally delayed by 5 to 15 weeks in February this year.
Among them, the average lead time of unit management chips has increased by 9 weeks; the lead time of 16-bit processor general-purpose products has increased by 15 weeks, and the lead time of some extreme cases has been nearly 2 years.
But at the same time, chip manufacturers focus on filling the supply gap of cutting-edge chips. ASML, which provides cutting-edge chip production equipment, once said that it is expected to quickly ship 60 sets of cutting-edge chip production equipment this year.
There is a view that because chip manufacturers are tilting production capacity and resources to cutting-edge chips, non-cutting chips used in electronic products such as air conditioners and cameras have been in a state of delayed delivery for a long time, which has become the "new normal" of the current chip market. .