Semiconductor shortages continue to worsen or lead times finally exceed 20 weeks

A study by the Susquehanna Financial Group, which tracks the semiconductor industry, found that it took more than 20 weeks to order and deliver semiconductors, according to economic media Bloomberg. Lead times of over 20 weeks are the longest since 2017, when the Susquehanna Financial Group began tracking, and semiconductor shortages are expected to worsen.

Lead time extended to over 20 weeks in July with no signs of mitigation due to semiconductor shortage-Bloomberg
https://www.bloomberg.co.jp/news/articles/2021-08-10/QXN4G5T0G1KY01

Chip Delivery Times Hit 20 Weeks as Semiconductor Shortage Continues --ExtremeTech
https://www.extremetech.com/gaming/325717-chip-delivery-times-hit-20-weeks-as-semiconductor-shortage-continues

The Chip Shortage is Pinching PC Parts Harder Than Ever | Digital Trends
https://www.digitaltrends.com/computing/chip-shortage-pinching-pc-parts-electonics/

Semiconductor Chip Delivery Times Extend to Record 20 Weeks | Tom's Hardware
https://www.tomshardware.com/news/semiconductor-delivery-times-get-worse

According to a survey by the Susquehanna Financial Group, the average lead time for semiconductors as a whole was 20.2 weeks in July 2021, an increase of 8 days compared to June of the same year. According to the Susquehanna Financial Group, the shortage of semiconductors used in automobiles and home appliances has worsened since July 2021, with a lead time of 26.5 weeks. Normally, the lead time of semiconductors used in automobiles and home appliances is 6 to 9 weeks, and 26.5 weeks is an exceptional length.

TSMC, a leading semiconductor foundry, has been strongly requested by automakers to provide a production line. However, TSMC replied, 'We are fully operating our existing production capacity and cannot provide a production line to automakers until we cut off other customers.'

ExtremeTech, an IT-related media, speculates that 'it will be difficult to receive semiconductor orders, and manufacturers will overestimate expected sales volume for the time being in order to secure sufficient semiconductors.' However, ExtremeTech points out that semiconductor foundries have limited access to 'what is really the demand for a particular product', which inevitably limits production and aggravates the shortage in the short term. This is because if a manufacturer makes an excessive reservation, the number of orders will drop sharply by concentrating on selling excess inventory by the time the semiconductor shortage is resolved.

However, there are different reactions depending on the media as to what happens to the shortage of CPU and GPU. Digital Trends, an IT-related news site, said, 'Good news for those who have been waiting for a shortage of GPUs.' CPUs and GPUs are made by the latest process, and if the foundry increases the number of factories, the supply will increase. I'm expecting it.

On the other hand, Tom's Hardware, which handles PC-related news, may see further increases in CPU and GPU prices in the future as demand increases as lead times worsen as it approaches the holiday season at the end of 2021. It states.

According to Bloomberg, the lead time for semiconductors related to power management that controls the power flow of smartphones and solar power generation has decreased. Still, the shortage of semiconductors will have a significant impact on the automotive industry, with Bloomberg predicting that it will lose more than $ 100 billion in sales.