Global Semiconductors Billings - 3 Month Moving Average as Reported bot the SIA (Semiconductor Industry Association on http://www.economy.com/ shows a rebound to levels never seen before.
As shipments continue to increase, Oxygen Electronics is seeing more and more cases of allocation, long lead times, and lost stock. While these market conditions are surely caused by increased demand, the feeling at Oxygen is that this is a supply driven market as we are seeing more and more price increases. Provided a rebound in the global economy our feeling is that the supply driven shortage will be followed by a demand driven shortages.
Recommendations to clients and staff is to make purchasing decisions quickly as to take advantage of inventory available today.
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