Or maybe we've just lost our appetite. Either way, lead times are very slowly on the mend
According to Susquehanna, a company that researches markets to inform its complex equity trading strategies, semiconductor lead times were down four days on average last month."September represents the first real signs of [lead time] capitulation in our data," the analysts wrote in the firm's latest SemiSIGnals report.
Silicon to regulate power, metal-oxide-semiconductor field-effect transistors , and clock and timing chips saw the largest improvements, with lead times falling by 13–16 days in September. While lead times for product delivery are heading in the right direction, the report still rates them as being in a"danger zone". On average, lead times still measure in the half-a-year range, at 26.3 weeks. The situation remains dire for some components – like microcontroller units, MOSFETs, insulated gate bipolar transistors, and automotive products.it was once again facing delays and warned it would have to shutter its Japanese factories for up to 12 days for lack of parts.
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