• There has been continued acceleration in demand from the customer base. This has created a significant ramp-up in customer demand across all Discrete & Opto technologies.


  • There has been no relief in lead time reduction due to lack of raw materials and shipping delays which continues to drive further increases in lead times across entire portfolios.


  • We expect to see further disruptions to the supply chain due to COVID 19 and a reduced workforce in Malaysia (lock-down enforced 1st-14th June).


  • Price increases are ongoing which is driving the need for more raw materials and factory capacity expansions resulting in widespread cost increases.


  • Once again, visibility in customer forecasting and demand is more critical than ever!

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