06/12/2025, 05:27 AM UTC
Sourceability称交货期持续稳定Lead times continue to stabilise, says Sourceability
➀ 由于库存调整和保守采购策略，标准逻辑器件、MCU等通用组件交货期和价格趋于稳定，而AI/ML/HPC相关组件（如DDR5、HBM、SSD）因需求激增面临供应紧张和价格上涨；
➁ 不同类别组件的交货期差异显著：易失性存储器（2-22周）、存储设备（6-12周）、先进模拟芯片（7-48周），互连器件价格预计上涨；
➂ 关税等外部风险可能破坏供应链稳定性，采购方在需求波动下仍对长期订单持谨慎态度。
➀ Most commodity components (standard logic, MCUs, etc.) have stabilized in lead times and pricing due to inventory adjustments and conservative procurement, while AI/ML/HPC-related components (DDR5, HBM, SSDs) face tightening supply and rising prices;
➁ Lead times vary across categories: volatile memory (2-22 weeks), storage (6-12 weeks), advanced analog (7-48 weeks), with interconnect prices expected to rise;
➂ External risks like tariffs could disrupt the stabilized supply chain, and procurement remains cautious about long-term orders amid fluctuating demand.
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