Lead times continue to stabilise, says Sourceability | Electronics Weekly

By late Q1, the majority of the accumulated unwanted surplus from 2023 had been mitigated.

Most general-purpose commodities—including standard logic, MCUs, EEPROMs, and passives—have now reached equilibrium in lead times and pricing, thanks to conservative procurement strategies and moderate consumer demand.

Low spot market pricing and cautious inventory drawdowns have helped temper demand elasticity for commodity components. There is hesitation among procurement teams in placing long-term orders, preferring to work down existing stock.

The demand for components linked to AI, machine learning (ML), and HPC remains high. This uptick has led to extended lead times and elevated prices across DDR4/DDR5, HBM, SSDs, FPGAs, switching regulators, and advanceddata converters.

HBM, DDR5, and SSDs are particularly constrained, with Q3 forecasts pointing to further tightening.

Likewise, programmable logic and AI-optimised power management ICs are seeing a pricing uplift due to unmatched demand across hyperscaler and industrial edge deployments.

Tariffs, of course, could upset every applecart.

Volatile memory is either stable or moving up with lead times quoted from two weeks at Kingston to 22 weeks at Infineon.

NV memory is mostly stable with quotations from six to twelve weeks.

Storage is most stable at 6 to 12 weeks with three supplies saying it’s increasing.

Discretes are quoted at 8 to 14 weeks with suppliers reporting stable trends for the next three months.

Logic lead times are reported to be moving up with current quotes of 8 to 24 weeks.

Advanced analogue is said to be stable with ranging from 7 to 48 weeks.

Embedded processors are said to be stable with lead times coaches at 4 to 36 weeks.

Opto is said to be stable with lead times quoted of 10 to 25 weeks.

Sensors are said to bestable with lead times from 4 to 60 weeks

Passives are stable with lead times from 10 to 47 weeks

Interconnect is stable at 8 to 26 weeks, but the price is expected to be going up

Electro-Mechanical,is stable with lead time quotes of 12 to 32 weeks