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$ADI DELIVERY LEAD TIMES EXTENDED — DEMAND RECOVERY SPREADING 👀
Analog Devices just notified customers of extended lead times up to six months, citing broad semiconductor demand growth. This is the first clear signal that recovery is moving beyond AI training chips into industrial and automotive end markets.
Critini Research highlights this as a structural shift — supply tightness is now cascading from digital to analog chips. If this velocity continues, we could see a sustained uptick in production orders across the supply chain.
Are you watching the semis sector for spillover into mining hardware or infrastructure plays?
Not financial advice. Always manage your risk.
#ADI #DemandRecovery #Semiconductor #SupplyChain #Industrial
🔥
Analog Devices just notified customers of extended lead times up to six months, citing broad semiconductor demand growth. This is the first clear signal that recovery is moving beyond AI training chips into industrial and automotive end markets.
Critini Research highlights this as a structural shift — supply tightness is now cascading from digital to analog chips. If this velocity continues, we could see a sustained uptick in production orders across the supply chain.
Are you watching the semis sector for spillover into mining hardware or infrastructure plays?
Not financial advice. Always manage your risk.
#ADI #DemandRecovery #Semiconductor #SupplyChain #Industrial
🔥
ADIUS-0,02%
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