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The shortage of the semiconductor industry has caused severe damage to automakers and consumer electronics companies, and now this situation has become more serious, which has made the recovery of the global economy from the COVID-19 pandemic more complicated.

According to Bloomberg News, according to research by Susquehanna Financial Group, the chip lead time (the time interval between ordering a chip and delivering it) increased to 17 weeks in April, indicating that users are increasingly eager to obtain chip supply. This is the longest waiting time since Susquehanna Financial Group started tracking data in 2017.

Susquehanna analyst Chris Rolland wrote in a report: "The lead time for all major product categories has increased significantly."

He said: "The increase in chip lead time is usually composed of customers' "bad behavior", including inventory accumulation, the establishment of safe stocking, and repeated orders. These trends may have caused the semiconductor industry to have shipments higher than real customer demand. In the early stages."

Roland said that in his April research report, the semiconductor lead time has been extended to 16 weeks, reaching the top of the "dangerous zone", and now it has been further extended to 17 weeks, and it is the fourth time in a row that the lead time has been significantly extended.

It is reported that the lead time of some products such as power management chips in April has been longer than that in March by four weeks; the delivery time of industrial microcontroller orders has been extended by three weeks, which is the largest since Roland started tracking data in 2017 The increase in amplitude.