April 15, 2009

Programmable logic devices (PLDs) are in demand

Converge General Integrated Circuit (IC) Update.

Although March was slightly more active than February, we are seeing the general integrated circuit market once again slipping into a holding pattern. Converge has been tracking occasional upticks in demand, but nothing that appears able to sustain anything noticeably different from the normal demand patterns of the last six months. OEM/CEM customers are still trying to move excess inventory, shop for savings and control costs through better procurement planning including just-in-time (JIT) deliveries.

Programmable logic devices are still one area where demand seems to be consistently tighter than in the rest of the market. Altera PLDs are still somewhat tight, and we are seeing an increase in activity on Lattice PLDs as well. Freescale Processors and TI DSPs have joined the Broadcom and PMC networking chips in pulling back slightly on demands, but we have seen some spot shortages showing up on some Maxim, Linear Tech and Analog Devices chips.
We expect this holding pattern to continue for several months, though there are indications that we will see “non-widespread” spot shortages spread to some other manufacturers.

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