交货时间竟达18周！缺芯潮进一步加剧

华尔街见闻2021-06-23

近半年多，全球芯片短缺愈发严重，使得交货时间徒增。 Susquehanna Financial Group最新研究报告显示，5月芯片整体交货期延长至18周，较前月进一步增加7天，续创近四年新高。这一交货期已比2018年上一个峰值长了4周有余。其中，从工业机械到智能手机等诸多领域中被广泛使用的电源管理芯片，交货期较前月延长近两周至25.6周，对拉长平均交货期做了“主要贡献”。即便如此，其余领域短缺...

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大牛林
2021-06-23
大牛林
Global foundry 在新加坡投資六十億
Ryan Lau
2021-06-23
Ryan Lau
666

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The tide of core shortage is further intensified","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/efedb8d289c5c6af27b1480ba5c97dce","symbols_score_info":{"TSM":0.9,"INTC":0.9},"content_text":"近半年多，全球芯片短缺愈发严重，使得交货时间徒增。\nSusquehanna Financial Group最新研究报告显示，5月芯片整体交货期延长至18周，较前月进一步增加7天，续创近四年新高。这一交货期已比2018年上一个峰值长了4周有余。\n其中，从工业机械到智能手机等诸多领域中被广泛使用的电源管理芯片，交货期较前月延长近两周至25.6周，对拉长平均交货期做了“主要贡献”。即便如此，其余领域短缺现象依然普遍。\nSusquehanna分析师Chris Rolland在研究报告中表示：\n\n 数据突显了芯片短缺的广泛性，因为大多数关键产品类别（电源管理、分立器件、模拟器件、无源器件）都出现了交货期延长。\n\n昨天华尔街见闻文章中写道，去年年底开始的全球芯片短缺由下述多个主要原因共同导致：\n\n 新冠疫情、芯片厂大火等因素导致供应链工厂停工；大流行期间人们的居家工作和生活刺激了PC、游戏机等电子产品的销售增长；5G产品、电动汽车出货增长下的新芯片需求增长。\n\n供需不平衡下，芯片价格持续上涨，通胀飙升带来的原材料成本上涨同样推高了芯片售价。华尔街日报援引芯片行业人士称，芯片制造中所需的包括半导体硅晶片、树脂和金属等多项原材料的成本均有所上涨。\n据彭博，目前受芯片短缺影响最大的是汽车业，预计因此损失逾1000亿美元。其他领域也感受到了压力，包括苹果等大公司在内的许多电子产品制造商，都无法满足对其产品的所有需求。\n业内人士表示，芯片短缺和售价高企的状况还将持续。\n供不应求or供过于求？\n不过相比4月，Susquehanna 5月报告开始显露些许供应改善迹象。\n报告显示，一小部分领域芯片供应正赶上需求，比如单片机交货期减少了一个多星期。单片机又称微控制器，在手机、PC外围、汽车电子、洗衣机、机器手臂等多个领域都被广泛使用。\n此外，模拟芯片交货期虽继续延长，但速度明显放缓。\nRolland提醒称，投资者关注交货时间以寻找有关需求趋势的线索，但这也可能表明芯片需求方或因恐慌而订购过多。他担心，终端设备的需求不足以支持当前的订单水平，这将意味着整个芯片业逐渐走向供过于求。\n彭博援引博通(Broadcom)首席执行官Hock Tan等业内人士表示，不要过度解读交货期的延长，这一延长表明，他们的客户对芯片行业有了更高的理解，更有意愿签订一些长期供应协议。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":123846338,"gmtCreate":1624417906124,"gmtModify":1703836063651,"author":{"id":"3583646657578666","authorId":"3583646657578666","name":"大牛林","avatar":"https://static.tigerbbs.com/564a7f2d20d9f89e9799d1d2f3a72220","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3583646657578666","idStr":"3583646657578666"},"htmlText":"Global foundry 在新加坡投資六十億","listText":"Global foundry 在新加坡投資六十億","text":"Global foundry 在新加坡投資六十億","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123846338","repostId":2145506190,"repostType":4,"repost":{"id":"2145506190","kind":"highlight","pubTimestamp":1624414862,"share":"https://ttm.financial/m/news/2145506190?lang=en_US&edition=fundamental","pubTime":"2021-06-23 10:21","market":"hk","language":"zh","title":"The delivery time was 18 weeks! The tide of core shortage further intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=2145506190","media":"华尔街见闻","summary":"近半年多，全球芯片短缺愈发严重，使得交货时间徒增。\nSusquehanna Financial Group最新研究报告显示，5月芯片整体交货期延长至18周，较前月进一步增加7天，续创近四年新高。这一交","content":"<p>In the past six months, the global chip shortage has become more and more serious, resulting in an increase in delivery time.</p><p>According to the latest research report of Susquehanna Financial Group,<b>The overall chip delivery time in May was extended to 18 weeks, a further increase of 7 days from the previous month, continuing to hit a new high in the past four years.</b>This delivery time has been more than 4 weeks longer than the previous peak in 2018.</p><p>Among them, widely used in many fields from industrial machinery to smartphones<b>For power management chips, the delivery time was extended by nearly two weeks to 25.6 weeks compared with the previous month, which made a \"major contribution\" to lengthening the average delivery time.</b>Even so, shortages in other fields are still widespread.</p><p>In a research note, Susquehanna analyst Chris Rolland said:</p><p>The data highlights the widespread nature of the chip shortage, as most key product categories (power management, discrete, analog, passive) have seen extended lead times. Yesterday's Wall Street Journal article wrote that the global chip shortage that began at the end of last year was caused by the following main reasons:</p><p>COVID-19 pandemic, chip factory fires and other factors have led to the shutdown of supply chain factories; People working and living from home during the pandemic stimulated the sales growth of electronic products such as PCs and game consoles; The demand for new chips is growing due to the growth of shipments of 5G products and electric vehicles. Under the imbalance between supply and demand, chip prices continue to rise, and rising raw material costs caused by soaring inflation have also pushed up chip selling prices. The Wall Street Journal quoted chip industry sources as saying that the cost of a number of raw materials required in chip manufacturing, including semiconductor silicon wafers, resins and metals, has risen.</p><p>According to Bloomberg, the auto industry is currently most affected by the chip shortage, which is expected to lose more than $100 billion. The pressure is being felt in other areas, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Many electronics manufacturers, including big companies, are unable to meet all the demand for their products.</p><p>Industry insiders said that the shortage of chips and high selling prices will continue.</p><p><h2>Short supply or oversupply?</h2><b>However, compared with April, Susquehanna's May report began to show some signs of supply improvement.</b></p><p><b>The report shows that the supply of chips in a small number of areas is catching up with the demand. For example, the lead time of single-chip microcomputers has been reduced by more than a week.</b>Single chip microcontroller, also known as microcontroller, is widely used in many fields such as mobile phones, PC peripherals, automotive electronics, washing machines, robot arms, etc.</p><p>In addition, although the delivery time of analog chips continues to extend, the speed has slowed down significantly.</p><p>Rolland cautioned that investors are paying attention to lead times for clues about demand trends, but this may also indicate that chip demand sides may be ordering too much due to panic.<b>He is worried that the demand for terminal equipment is not enough to support the current order level, which will mean that the entire chip industry is gradually moving towards oversupply.</b></p><p>Cited by Bloomberg<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>(Broadcom) CEO Hock Tan and other industry insiders said not to over-interpret the lead time extension. This extension shows that their customers have a higher understanding of the chip industry and are more willing to sign some long-term supply agreements.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The delivery time was 18 weeks! The tide of core shortage further intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe delivery time was 18 weeks! The tide of core shortage further intensifies\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 10:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the past six months, the global chip shortage has become more and more serious, resulting in an increase in delivery time.</p><p>According to the latest research report of Susquehanna Financial Group,<b>The overall chip delivery time in May was extended to 18 weeks, a further increase of 7 days from the previous month, continuing to hit a new high in the past four years.</b>This delivery time has been more than 4 weeks longer than the previous peak in 2018.</p><p>Among them, widely used in many fields from industrial machinery to smartphones<b>For power management chips, the delivery time was extended by nearly two weeks to 25.6 weeks compared with the previous month, which made a \"major contribution\" to lengthening the average delivery time.</b>Even so, shortages in other fields are still widespread.</p><p>In a research note, Susquehanna analyst Chris Rolland said:</p><p>The data highlights the widespread nature of the chip shortage, as most key product categories (power management, discrete, analog, passive) have seen extended lead times. Yesterday's Wall Street Journal article wrote that the global chip shortage that began at the end of last year was caused by the following main reasons:</p><p>COVID-19 pandemic, chip factory fires and other factors have led to the shutdown of supply chain factories; People working and living from home during the pandemic stimulated the sales growth of electronic products such as PCs and game consoles; The demand for new chips is growing due to the growth of shipments of 5G products and electric vehicles. Under the imbalance between supply and demand, chip prices continue to rise, and rising raw material costs caused by soaring inflation have also pushed up chip selling prices. The Wall Street Journal quoted chip industry sources as saying that the cost of a number of raw materials required in chip manufacturing, including semiconductor silicon wafers, resins and metals, has risen.</p><p>According to Bloomberg, the auto industry is currently most affected by the chip shortage, which is expected to lose more than $100 billion. The pressure is being felt in other areas, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Many electronics manufacturers, including big companies, are unable to meet all the demand for their products.</p><p>Industry insiders said that the shortage of chips and high selling prices will continue.</p><p><h2>Short supply or oversupply?</h2><b>However, compared with April, Susquehanna's May report began to show some signs of supply improvement.</b></p><p><b>The report shows that the supply of chips in a small number of areas is catching up with the demand. For example, the lead time of single-chip microcomputers has been reduced by more than a week.</b>Single chip microcontroller, also known as microcontroller, is widely used in many fields such as mobile phones, PC peripherals, automotive electronics, washing machines, robot arms, etc.</p><p>In addition, although the delivery time of analog chips continues to extend, the speed has slowed down significantly.</p><p>Rolland cautioned that investors are paying attention to lead times for clues about demand trends, but this may also indicate that chip demand sides may be ordering too much due to panic.<b>He is worried that the demand for terminal equipment is not enough to support the current order level, which will mean that the entire chip industry is gradually moving towards oversupply.</b></p><p>Cited by Bloomberg<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>(Broadcom) CEO Hock Tan and other industry insiders said not to over-interpret the lead time extension. This extension shows that their customers have a higher understanding of the chip industry and are more willing to sign some long-term supply agreements.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633614\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"source_url":"https://wallstreetcn.com/articles/3633614","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145506190","content_text":"近半年多，全球芯片短缺愈发严重，使得交货时间徒增。\nSusquehanna Financial Group最新研究报告显示，5月芯片整体交货期延长至18周，较前月进一步增加7天，续创近四年新高。这一交货期已比2018年上一个峰值长了4周有余。\n其中，从工业机械到智能手机等诸多领域中被广泛使用的电源管理芯片，交货期较前月延长近两周至25.6周，对拉长平均交货期做了“主要贡献”。即便如此，其余领域短缺现象依然普遍。\nSusquehanna分析师Chris Rolland在研究报告中表示：\n\n 数据突显了芯片短缺的广泛性，因为大多数关键产品类别（电源管理、分立器件、模拟器件、无源器件）都出现了交货期延长。\n\n昨天华尔街见闻文章中写道，去年年底开始的全球芯片短缺由下述多个主要原因共同导致：\n\n 新冠疫情、芯片厂大火等因素导致供应链工厂停工；大流行期间人们的居家工作和生活刺激了PC、游戏机等电子产品的销售增长；5G产品、电动汽车出货增长下的新芯片需求增长。\n\n供需不平衡下，芯片价格持续上涨，通胀飙升带来的原材料成本上涨同样推高了芯片售价。华尔街日报援引芯片行业人士称，芯片制造中所需的包括半导体硅晶片、树脂和金属等多项原材料的成本均有所上涨。\n据彭博，目前受芯片短缺影响最大的是汽车业，预计因此损失逾1000亿美元。其他领域也感受到了压力，包括苹果等大公司在内的许多电子产品制造商，都无法满足对其产品的所有需求。\n业内人士表示，芯片短缺和售价高企的状况还将持续。\n供不应求or供过于求？\n不过相比4月，Susquehanna 5月报告开始显露些许供应改善迹象。\n报告显示，一小部分领域芯片供应正赶上需求，比如单片机交货期减少了一个多星期。单片机又称微控制器，在手机、PC外围、汽车电子、洗衣机、机器手臂等多个领域都被广泛使用。\n此外，模拟芯片交货期虽继续延长，但速度明显放缓。\nRolland提醒称，投资者关注交货时间以寻找有关需求趋势的线索，但这也可能表明芯片需求方或因恐慌而订购过多。他担心，终端设备的需求不足以支持当前的订单水平，这将意味着整个芯片业逐渐走向供过于求。\n彭博援引博通(Broadcom)首席执行官Hock Tan等业内人士表示，不要过度解读交货期的延长，这一延长表明，他们的客户对芯片行业有了更高的理解，更有意愿签订一些长期供应协议。","news_type":1,"symbols_score_info":{"TSM":0.9,"INTC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":123817271,"gmtCreate":1624415546793,"gmtModify":1703835997388,"author":{"id":"3581557349980222","authorId":"3581557349980222","name":"Ryan Lau","avatar":"https://static.tigerbbs.com/26e31c8a1ae031b5f4299991fffdd5b6","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581557349980222","idStr":"3581557349980222"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123817271","repostId":2145506190,"repostType":4,"repost":{"id":"2145506190","kind":"highlight","pubTimestamp":1624414862,"share":"https://ttm.financial/m/news/2145506190?lang=en_US&edition=fundamental","pubTime":"2021-06-23 10:21","market":"hk","language":"zh","title":"The delivery time was 18 weeks! The tide of core shortage further intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=2145506190","media":"华尔街见闻","summary":"近半年多，全球芯片短缺愈发严重，使得交货时间徒增。\nSusquehanna Financial Group最新研究报告显示，5月芯片整体交货期延长至18周，较前月进一步增加7天，续创近四年新高。这一交","content":"<p>In the past six months, the global chip shortage has become more and more serious, resulting in an increase in delivery time.</p><p>According to the latest research report of Susquehanna Financial Group,<b>The overall chip delivery time in May was extended to 18 weeks, a further increase of 7 days from the previous month, continuing to hit a new high in the past four years.</b>This delivery time has been more than 4 weeks longer than the previous peak in 2018.</p><p>Among them, widely used in many fields from industrial machinery to smartphones<b>For power management chips, the delivery time was extended by nearly two weeks to 25.6 weeks compared with the previous month, which made a \"major contribution\" to lengthening the average delivery time.</b>Even so, shortages in other fields are still widespread.</p><p>In a research note, Susquehanna analyst Chris Rolland said:</p><p>The data highlights the widespread nature of the chip shortage, as most key product categories (power management, discrete, analog, passive) have seen extended lead times. Yesterday's Wall Street Journal article wrote that the global chip shortage that began at the end of last year was caused by the following main reasons:</p><p>COVID-19 pandemic, chip factory fires and other factors have led to the shutdown of supply chain factories; People working and living from home during the pandemic stimulated the sales growth of electronic products such as PCs and game consoles; The demand for new chips is growing due to the growth of shipments of 5G products and electric vehicles. Under the imbalance between supply and demand, chip prices continue to rise, and rising raw material costs caused by soaring inflation have also pushed up chip selling prices. The Wall Street Journal quoted chip industry sources as saying that the cost of a number of raw materials required in chip manufacturing, including semiconductor silicon wafers, resins and metals, has risen.</p><p>According to Bloomberg, the auto industry is currently most affected by the chip shortage, which is expected to lose more than $100 billion. The pressure is being felt in other areas, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Many electronics manufacturers, including big companies, are unable to meet all the demand for their products.</p><p>Industry insiders said that the shortage of chips and high selling prices will continue.</p><p><h2>Short supply or oversupply?</h2><b>However, compared with April, Susquehanna's May report began to show some signs of supply improvement.</b></p><p><b>The report shows that the supply of chips in a small number of areas is catching up with the demand. For example, the lead time of single-chip microcomputers has been reduced by more than a week.</b>Single chip microcontroller, also known as microcontroller, is widely used in many fields such as mobile phones, PC peripherals, automotive electronics, washing machines, robot arms, etc.</p><p>In addition, although the delivery time of analog chips continues to extend, the speed has slowed down significantly.</p><p>Rolland cautioned that investors are paying attention to lead times for clues about demand trends, but this may also indicate that chip demand sides may be ordering too much due to panic.<b>He is worried that the demand for terminal equipment is not enough to support the current order level, which will mean that the entire chip industry is gradually moving towards oversupply.</b></p><p>Cited by Bloomberg<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>(Broadcom) CEO Hock Tan and other industry insiders said not to over-interpret the lead time extension. This extension shows that their customers have a higher understanding of the chip industry and are more willing to sign some long-term supply agreements.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The delivery time was 18 weeks! The tide of core shortage further intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe delivery time was 18 weeks! The tide of core shortage further intensifies\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 10:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the past six months, the global chip shortage has become more and more serious, resulting in an increase in delivery time.</p><p>According to the latest research report of Susquehanna Financial Group,<b>The overall chip delivery time in May was extended to 18 weeks, a further increase of 7 days from the previous month, continuing to hit a new high in the past four years.</b>This delivery time has been more than 4 weeks longer than the previous peak in 2018.</p><p>Among them, widely used in many fields from industrial machinery to smartphones<b>For power management chips, the delivery time was extended by nearly two weeks to 25.6 weeks compared with the previous month, which made a \"major contribution\" to lengthening the average delivery time.</b>Even so, shortages in other fields are still widespread.</p><p>In a research note, Susquehanna analyst Chris Rolland said:</p><p>The data highlights the widespread nature of the chip shortage, as most key product categories (power management, discrete, analog, passive) have seen extended lead times. Yesterday's Wall Street Journal article wrote that the global chip shortage that began at the end of last year was caused by the following main reasons:</p><p>COVID-19 pandemic, chip factory fires and other factors have led to the shutdown of supply chain factories; People working and living from home during the pandemic stimulated the sales growth of electronic products such as PCs and game consoles; The demand for new chips is growing due to the growth of shipments of 5G products and electric vehicles. Under the imbalance between supply and demand, chip prices continue to rise, and rising raw material costs caused by soaring inflation have also pushed up chip selling prices. The Wall Street Journal quoted chip industry sources as saying that the cost of a number of raw materials required in chip manufacturing, including semiconductor silicon wafers, resins and metals, has risen.</p><p>According to Bloomberg, the auto industry is currently most affected by the chip shortage, which is expected to lose more than $100 billion. The pressure is being felt in other areas, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Many electronics manufacturers, including big companies, are unable to meet all the demand for their products.</p><p>Industry insiders said that the shortage of chips and high selling prices will continue.</p><p><h2>Short supply or oversupply?</h2><b>However, compared with April, Susquehanna's May report began to show some signs of supply improvement.</b></p><p><b>The report shows that the supply of chips in a small number of areas is catching up with the demand. For example, the lead time of single-chip microcomputers has been reduced by more than a week.</b>Single chip microcontroller, also known as microcontroller, is widely used in many fields such as mobile phones, PC peripherals, automotive electronics, washing machines, robot arms, etc.</p><p>In addition, although the delivery time of analog chips continues to extend, the speed has slowed down significantly.</p><p>Rolland cautioned that investors are paying attention to lead times for clues about demand trends, but this may also indicate that chip demand sides may be ordering too much due to panic.<b>He is worried that the demand for terminal equipment is not enough to support the current order level, which will mean that the entire chip industry is gradually moving towards oversupply.</b></p><p>Cited by Bloomberg<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>(Broadcom) CEO Hock Tan and other industry insiders said not to over-interpret the lead time extension. This extension shows that their customers have a higher understanding of the chip industry and are more willing to sign some long-term supply agreements.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633614\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"source_url":"https://wallstreetcn.com/articles/3633614","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145506190","content_text":"近半年多，全球芯片短缺愈发严重，使得交货时间徒增。\nSusquehanna Financial Group最新研究报告显示，5月芯片整体交货期延长至18周，较前月进一步增加7天，续创近四年新高。这一交货期已比2018年上一个峰值长了4周有余。\n其中，从工业机械到智能手机等诸多领域中被广泛使用的电源管理芯片，交货期较前月延长近两周至25.6周，对拉长平均交货期做了“主要贡献”。即便如此，其余领域短缺现象依然普遍。\nSusquehanna分析师Chris Rolland在研究报告中表示：\n\n 数据突显了芯片短缺的广泛性，因为大多数关键产品类别（电源管理、分立器件、模拟器件、无源器件）都出现了交货期延长。\n\n昨天华尔街见闻文章中写道，去年年底开始的全球芯片短缺由下述多个主要原因共同导致：\n\n 新冠疫情、芯片厂大火等因素导致供应链工厂停工；大流行期间人们的居家工作和生活刺激了PC、游戏机等电子产品的销售增长；5G产品、电动汽车出货增长下的新芯片需求增长。\n\n供需不平衡下，芯片价格持续上涨，通胀飙升带来的原材料成本上涨同样推高了芯片售价。华尔街日报援引芯片行业人士称，芯片制造中所需的包括半导体硅晶片、树脂和金属等多项原材料的成本均有所上涨。\n据彭博，目前受芯片短缺影响最大的是汽车业，预计因此损失逾1000亿美元。其他领域也感受到了压力，包括苹果等大公司在内的许多电子产品制造商，都无法满足对其产品的所有需求。\n业内人士表示，芯片短缺和售价高企的状况还将持续。\n供不应求or供过于求？\n不过相比4月，Susquehanna 5月报告开始显露些许供应改善迹象。\n报告显示，一小部分领域芯片供应正赶上需求，比如单片机交货期减少了一个多星期。单片机又称微控制器，在手机、PC外围、汽车电子、洗衣机、机器手臂等多个领域都被广泛使用。\n此外，模拟芯片交货期虽继续延长，但速度明显放缓。\nRolland提醒称，投资者关注交货时间以寻找有关需求趋势的线索，但这也可能表明芯片需求方或因恐慌而订购过多。他担心，终端设备的需求不足以支持当前的订单水平，这将意味着整个芯片业逐渐走向供过于求。\n彭博援引博通(Broadcom)首席执行官Hock Tan等业内人士表示，不要过度解读交货期的延长，这一延长表明，他们的客户对芯片行业有了更高的理解，更有意愿签订一些长期供应协议。","news_type":1,"symbols_score_info":{"TSM":0.9,"INTC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":12,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2145506190","isCrawlerRequest":true}