Market Conditions Report

Continued Momentum in Key Technology Segments Amid Severe Supply Chain Challenges

"As we've been highlighting, lead times have been steadily increasing for some time. Encouraging signs of recovery are emerging across several technology segments. However, others—particularly Logic, Diodes, Transistors, and LV FETs, many of which are supplied by Nexperia—continue to face severe supply chain disruptions. These issues have also extended lead times for competing manufacturers.

We anticipate sustained upward pressure on lead times for these product technologies in the foreseeable future.

Accelerated inventory depletion—both in distribution channels and at end customers—combined with limited order visibility, is heightening the risk of undersupply across many critical technologies beyond those already mentioned.

To ensure supply security, it is essential that we receive accurate demand signals from our customers. We remain committed to delivering innovative, industry-leading supply chain programs designed to mitigate future disruptions. We welcome the opportunity to review these solutions with you at your convenience."