Microchip flags OSAT supply shortage due to AI/DC and new iPhone builds consuming most of the capacity. That's even with only 30% outsourcing in back-end. This has led to lead time stretch for MCHP products. The company is advising its clients to give 12-16 week of visibility (with 45 days window to cancel) vs current lead times of 6-10 weeks.
Source: Sravan Kundojjala
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