Fusion WW Component Update
The GreensheetTM is Fusion Worldwide’s monthly market intelligence report for the electronic component market, containing information on ICs, CPUs, Memory and Storage.
Vishay Intertechnology global manufacturing distrupted
Vishay’s manufacturing facilities in Ukraine, China and Taiwan have been impacted by various disruptions.
The Russia-Ukraine war is creating delays in Vishay’s manufacturing process in Ukraine, which is specifically affecting VS-10 and VS-40 series. This has created a ripple through the manufacturer’s supply chain across its diode and rectifier supply and is also causing delays in its Taiwan operations.
Simultaneously, Vishay’s China-based production plant has been operating at 50% capacity —contributing factors include COVID-19 and workforce shortages. About 50% of Vishay’s total MOSFET production occurs at its China plants and some lead times are now extending to over two years.
Vishay’s overall automotive and active component lead times are currently sitting at 70 weeks as the supply for these resistors tightens in the market. Authorized channels globally are reporting that Vishay is not confirming any new orders for automotive resistors. In this respect, the most affected series is the CRCW series, which has no lead time guarantee or confirmed delivery date. The WSL series is currently at a 99-week lead time, while the MMB, MMU and MMA series are now up to 87 weeks.
TE Connectivity sees disruption affect multiple manufacturing locations
TE Connectivity’s automotive sector has been facing the brunt of the company’s shortage issues. Lead times are currently sitting at 40 weeks and are expected to increase.
The Russia-Ukraine war is impacting manufacturing in Eastern Europe. Component output from TE’s factory in the region has decreased in recent weeks with the unfolding of geopolitical events.
Compared to its other factory locations, TE’s China production plants have been especially strained due to limited factory operations during the Lunar New year in February.
Epson informs customers of factory delays due to regional government mandate
In February, Epson informed customers that its production in Suzhou, China, was affected by government-ordered travel restrictions for workers amid a COVID-19 outbreak in the region. The Suzhou factory produces crystal products, which are necessary for various electronics and equipment, such as clocks and communications equipment.
Currently, lead times on the XIG series are up to 130 weeks.
STMicroelectronics’ lead times extend again
STMicro continues to be affected by ongoing raw material shortages, which are impacting its STM32F103xx and STM32F4xxx series. Some raw materials necessary for production have lead times extending 50 weeks.
DRAM memory prices continue to fluctuate
It is expected that prices of Micron will increase by 8-10% for DDR3 and NAND flash from March onward.
As market supply remains low for DRAM and eMMC products, prices continue to fluctuate and are trending upward. Availabilities and deliveries are strictly dependent on allocation awarded when orders are placed; however, in many cases, firm delivery dates are not being confirmed by manufacturers.
