Christopher Rolland, an analyst at Susquehanna Financial, pointed out in a report that the delivery time in the semiconductor industry has been shortened for 9 consecutive months, indicating once again that the nearly two-year chip shortage caused by the epidemic has passed.

According to MarketWatch, Rolland pointed out that the current delivery time in the semiconductor industry is 4 weeks lower than the historical peak in May 2022. We predict that the actual delivery time may shorten even faster as distributors are unwilling to lower delivery times due to concerns about customer order cancellations.

The shortage of cores is easing! The chip delivery time has been shortened for 9 consecutive months

Specifically, Rolland stated that the delivery time of Microchip has significantly shortened, and the delivery time of FPGA chips produced by Celine has sharply decreased in the past few months. In this fiscal quarter, we learned from many companies that the supply of FPGA has been improving. This contraction may also indicate that the network terminal market dominated by FPGA may be slowing down

In addition, Rolland stated that although the delivery times of broad-based suppliers such as Microchip, TI, and NXP are rapidly decreasing, the delivery times of Italian French Semiconductor, Infineon, and Ansemy Semiconductor are more stable.