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2022-01-05

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Susquehanna: Chip lead time in Dec is 6 days longer than November which were 4 days longer than October, reaching 25.8 weeks, which is the longest lead time since Susquehanna began tracking chip delivery data in 2017.

Separately, in 4Q21 foundry prices for 200nm chips rose by 10-15% due to insufficient capacity & high demand.$ASML reports that its factory in Berlin, Germany, had a fire on the evening of the 2nd.

SIA: Global semiconductor industry sales were $49.7B in the month of Nov 2021, an increase of +23.5% y/y & +1.5% m/m. The cumulative annual total of semiconductors sold through November 2021 reached $1.05T, which is the industry’s highest-ever annual total. $Taiwan Semiconductor Manufacturing(TSM)$

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