Market Conditions Report

Upward Pressure on Lead Times Continues

"Lead times continue to extend across most technology segments. Product categories currently facing - but not limited to - allocation from multiple vendors include DRAM, storage solutions, NOR Flash, small-signal and bipolar devices, MOSFETs, MLCCs, tantalum polymer components, aluminum Capacitors, Specialty Resistors and some selective Microcontroller and Analog Products.

As market conditions continue to tighten, we anticipate further lead-time expansion and expect additional technology categories to experience similar supply constraints. Accelerated inventory depletion across both distribution channels and end customers, combined with limited demand visibility, continues to increase the risk of supply shortages across a broad range of critical components beyond those already mentioned.

To help ensure continuity of supply, it is essential that we receive accurate and timely demand forecasts from our customers. We remain committed to supporting our customers through innovative, industry-leading supply chain solutions designed to improve resilience and mitigate future disruptions.

We welcome the opportunity to discuss these strategies and explore how we can help secure your supply requirements."