TI October market demand rebounded, the terminal backlog has arrived one after another, the car gauge materials are still out of stock, especially ISO, TPS, DS90 and other series, the price is generally high, the scheduling cycle has been lengthened to more than 40 weeks. In addition, according to market news, TI will start a new 300 mm wafer fab at the end of the year, to cope with the shortage of automotive market.

STM demand this month is still very light, customers continue to wait and see the price trend, the order rate is low. On the demand side, demand for STM32F series MCUs is relatively high, and STM32F030 and F103 series are in sufficient supply, and prices have dropped to a more stable point, with a slight downward adjustment. The demand for automotive-grade MCUs and driver products is high, and there are obvious shortages, so you can pay more attention to them. In terms of delivery time, STM's overall delivery time is still no sign of relief, but after a significant reduction in client demand, the subsequent supply-side pressure may be much less.

Qualcomm's overall demand is still very little, and the client mostly holds a wait-and-see attitude, waiting for the price to return to normal water level. But Ding this month, Qualcomm will be the full range of products to increase prices by about 15%, is expected to affect the subsequent market price trend. CSR Bluetooth chip BC417 demand, but the market price is very high, the net red material router chip AR8033-AL1A market has some spot release, but the price also remains at a high level, AR8035-AL1B industrial grade and QCA8337N-AL3B is the main out-of-stock products this month, very little. There is very little stock.

This month, there is not much demand for NXP regular materials, and the out-of-stock products mainly focus on MCU for automotive and medical devices. The shortage of 1.MX series has been relieved to some extent, but the price of most models is still at a high level, and the demand for automotive chips such as S912xxx and S9Sxxxx is still soaring. NXP said in its recent earnings presentation that as new energy vehicles will enter an accelerated penetration phase, the subsequent oversupply will bring NXP a succession of orders. According to the current order volume of NCNR and 2023, NXP's current production capacity still has 20% of the orders cannot be covered. At the same time, because supply and demand will not be relieved in a short period of time, NXP has sufficient confidence in the price, following the price increase in early July, NXP plans to increase again at the end of this year, the industrial control category is expected to rise about 10%, automotive is expected to rise about 20%, the consumer category will not rise.

With the overall industry's continued downturn, Broadcom demand in the last month still has not picked up, customers more conventional material arrivals, large-scale arrivals lead to factory inventory is gradually increasing, in the next six months, the factory side will be a very good supply channel. At present, communication customers, demand is relatively low, server customer demand is not as good as the first half of the year, and the PLX series also have a little arrival, customers are not willing to place orders. Automotive customers demand is relatively good, but by the thousand supply is more normal, so you can see the shortage of opportunities are less, the price drop back is also more. "The recent low order opportunities, on the one hand, less demand, on the other hand, the supply side is still in a higher expectation while the client is holding a wait-and-see attitude, the follow-up spot traders can properly adjust their offer mentality.

October Renesas products delivery period has eased, but the overall remains long, more than 40 weeks. Demand, consumer demand fell significantly, the agent side of the arrival, market prices have been adjusted downward. Shortage demand is still concentrated in the automotive and industrial sectors, shortage of series such as R5F10/R5F5/R5F6, etc. In addition, the supply of clock buffers by the crystal raw material supply shortage and capacity constraints, serious shortages, 5P8 /5P1 18P3 series, such as the delivery period is still long, the material to allocate supply. Renesas market demand for many, advantageous materials are welcome to exchange.

Realtek October demand increased compared to September, especially routers and switches and computer peripheral sound card and network card chip demand increased significantly, while the demand for audio decoding this block has decreased. "The more popular material number RTL8306M-CG, ALC221-VA3-CGT, RTL8197FH-VE4-CGRTL8812RF, RTL8197FS-VE5-CG, RTL8812BRH-CG, RTL8367, etc., and this month's customer demand is mainly to set of chips However, customers are still waiting for the market dynamics. In addition, RTL8211FSRTL8304MB, RTL8309M, RTL8363NB-VB, RTL8211EG-VB-CG, we have good stock resources, welcome to exchange.

On the ADI side, the backlog delivery schedule is still slow, affecting various product families, with serious delinquency in delivery. The current average lead time is about 45 to 48 weeks, and ADI is monitoring their open backlog and rejecting backlog orders to avoid repeat orders. For automotive and server products, lead times are in the 70-80 week range, with supply conditions remaining tight and market outages evident, such as ADUMxxxx, ADAxxxx, etc. Linear automotive products are also tight, with average lead times above 52 weeks, such as LTC8609, LTC1859, etc. On the Maxim side, lead times for amplifier products have been extended to 60 weeks, with significant outages. MAX 40, 44, 96 and 99 series are still in short supply.

Onsemi's current demand is mainly focused on automotive materials, in addition to the previous NCP, NCV, which have increased the price of more series, automotive MOSFET demand is also a lot, the market price is at a high level, such as NVM, NVTF, NRVTS and other series, you can pay attention to. In addition, in the industrial, medical and other fields, discrete devices MBRA, MBRS and other series delivery time extension, spot market prices rose significantly. logic Gate, NC7 series and MC series still continue to be out of stock, this series of customer base, spot market prices are still high, but part of the reason for these series price increases because of TI's logic chip series such as SN74, SN65 large area Out of stock, once the T shortage problem is alleviated, the spot market prices will fall.