- No relief in lead time reduction, ramp up in demand continues to drive increases in lead times and shortages in wafer/substrates (we are seeing some component lead times at 52 weeks+).
- Continued acceleration in demand from customer base across all Opto & Discrete technologies.
- Significant price increases being issued by suppliers – raw materials and transportation costs being the main driver for these increases. More to be expected in Q2.
- Visibility in customer forecasting and demand is critical, as ‘standard’ lead times now range between 16-50 weeks.