MACOM represented 9 of the top 20 most considered RF parts in May, including digital phase shifters and diode switches.

SRAM remains popular despite the higher cost compared to DRAM as companies justify the increase in processing speed. The cost delta of 5-10X over DRAM is worth it for many, as SRAM is finding wide adoption in embedded sytsems. Buyers on Supplyframe properties are showing a high degree of interest, which could result in future shortages..

Chinese memory producer YMTC is raising its 3D NAND pricing by upwards of 5%, with market leaders Samsung, Micron, and SK Hynix expected to follow suit. Firmer memory pricing pricing is here. Memory makers (and Supplyframe as forecasted in early Q1) believe pricing has reached its floor.

At-volume resistor prices are forecast to grow in H2 and market prices where up 8% in Q1 as manufacturers try to counter dynamic raw and precious metal costs. Despite a supply deficit, copper prices have slid 16% year-to-date. Buyers should resist higher costs on resistors as a result.

The race to secure sufficient supplies of SiC-based devices for EV designs in automotive, and across other industries, has spurred major acquisitions, galvanized sweeping agreements, and unleashed massive sales growth.

Thus far in 2023, small case size tantalum capacitor global sourcing activity is down 22% amid weak consumer electronics demand. Push back on supplier and EMS pricing and negotiate parts with high inventory levels.

Nearly 60% of at-volume FPGA part numbers were quoted at more than 52-week lead times in Q2 as a result of above average automotive infotainment and display application demand.

Pricing has been falling since November, with channel inventories ballooning 139% year-on-year. Q1 lead times on average fell sequentially by 20% but remain at over two times the Commodity IQ Lead Time Index baseline.

Mainland Chinese manufacturing wages are up 6.6% in 2023, averaging 43.26 CNY per hour (~6.29 USD), about 30% higher than the average in Mexico and close to double that of the average in India. With Vietnam’s extremely low unemployment rate and its labor force participation rate at nearly 70%, manufacturing worker shortages are inevitable in 2023.

Year-on-year sensor lead times into Q2 further normalized, except for automotive devices. While sensor sourcing actions are forecast to rebound quarter-over-quarter in Q2 by a healthy 7.5% – compared to 2022, Q2 demand will be off by 14%.