IC lead times fell by one day in August to 26.8 weeks, says Susquehanna Financial Group.

“We believe over-ordering trends and inventory builds have yet to work through the system, says Susquehanna analyst Chris Rolland,

The lead-times for PMICs, MCUs and opto are still extended, he says.

Rolland adds that it would be ‘healthy’ for the semiconductor industry if it got back to 10- to 14-week lead times.

The SOX has fallen 33% this year and Future Horizons is expecting a 22% fall in the chip market next year.

By: DocMemory
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