The latest chip industry information collected by Lansheng Technology

1. Infineon: Power device inventory pressure is high

The Aurix TC2XX series of automotive MCUs are booming in the market recently, and some models are hard to find. Demand for power devices has been sluggish recently, and inventory pressure is extremely high, but high-voltage MOS continues to be in short supply. The delivery period of the TLE series is maintained at about 50 weeks. The popularity and price of TLE8082ESXUMA1 suddenly rose in April.

2. #Vishay: Significant drop in demand

Vishay's near-term demand is mainly for components with long and volatile lead times, such as thin-film resistors, MOSFETs, and optocouplers. After February, inquiries for shortages dropped a lot, and so did customer acceptance.

Given that Vishay will join this year's CMSE, they may want to expand more in the field of military and space electronics. For future markets, it is recommended to seek more PPV opportunities.

3. #Lattice: LFXP2 series delivery ahead of schedule

The demand for Lattice is sluggish this month, the current inventory level is under pressure, the market price has dropped significantly, and the prices of many conventional models have returned to normal levels, such as: LCMX02-640HC-4TG100C/LCMX03LF-2100C-5BG256C/LCMX03LF-2100C-5BG256C, etc. The delivery period of LFXP2 series is about 12-16 weeks earlier than the previous 52-week delivery period, and other series have not seen significant improvement. However, it can be foreseen that shortening the delivery period of other series is only a matter of time.

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