- The overall market situation has not changed. With the market being so strong, the backlog is continuing to grow, long term visibility is needed.
- There has been continued acceleration in demand from customer bases across all Discrete & Optoelectronic Technologies.
- We are seeing no relief in lead time reduction, the ramp-up in demand continues to drive further increases in lead times across entire portfolios resulting in wafer and substrate shortages and allocation on some products.
- Prices continue to increase from manufacturer base, raw materials and transportation costs being the main driver for these cost increases. We are expecting to see even further price increases throughout Q2.