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October 6, 2020
8” Wafer Issues Causing Major Concern
Lead times are starting to extend rapidly due to the lack of wafer at the foundries. High-end MCU manufacturers like STMicro and NXP are out 25-50 weeks depending on the line. TI and Broadcom have seen lead times pushed out over 20 weeks. Stock in the market is being consumed quickly, and the remains are demanding very high premiums. This issue is expected to continue well into 2021.
Automotive Sector Seeing Increasing Demand
After a slow start to 2020, automotive manufacturers are starting to see demand trend upwards. Many are reporting shortages on automotive grade components ranging from memory to connectors. With demand starting to exceed forecast, we can expect shortages while the manufacturers shift capacity to accommodate the uptick.
AMD Continues to Struggle With Desktop Processor Supply
When the pandemic struck in the first half of 2020, desktop computer demand declined heavily. Most individuals and businesses focused on getting mobile devices in the their hands to support a mobile lifestyle. Now the desktop demand, particularly in the retail space, is starting to pick up. AMD is having trouble keeping up with the increasing demand. Ryzen 3 and 3X series are the major pain points right now.
Intel Announces New 10nm Mobile Processors
The company will be launching a new series of Intel Atom, J series, N series and Pentium processors based on their new 10nm SuperFin technology piloting Tiger Lake mobile CPUs. These new processors are mainly intended for IoT products and it’s predicted the Intel Celeron J6413, J6425, N6211, N6415 and Intel Atom 6000 series may be based on this new technology. Exact details to be released at a later date – series is expected to launch in 2Q2021.