According to the micronet news, the latest report of the research institution Susquehanna Financial Group shows that the delivery period of chips in November is longer than that in October by 4 days, reaching 22.3 weeks, the longest delivery period since the institution began tracking data in 2017. This also means that the hope of alleviating the lack of core has been lost.
According to Bloomberg News, the October delivery data is only one day longer than September, making the market have greater hopes for alleviating the core shortage, but the latest November delivery data is a “frustration” for the industry. Prior to this, manufacturers such as Apple and Ford have stated that the shortage of goods has made product demand unsatisfactory.
Susquehanna Financial Group analyst Chris Rolland said that although the extent of the extension of chip delivery in November is less than that of most months in the past, there is still a big gap compared with the obvious rebound that it originally expected.