Semiconductor Lead Times Hit 41 Weeks, Baird

Baird reports semiconductor lead times have surged across multiple segments, marking an acceleration of the up‑cycle that began late Q1 2025.
MOSFET average lead time reached 25 weeks (highest since July 2024) with Diodes, Vishay and Onsemi MOSFETs at 37, 31 and 26 weeks respectively.
DC‑to‑DC converters now 33 weeks (last seen Oct 2022), LCD driver ICs 25 weeks (longest since Aug 2023), and Xilinx FPGA lead times 40 weeks (Jan 2023 level).
DRAM lead times for LPDDR5 and DDR5 hit 41 weeks, highest in Baird’s data; conversion and amplifier times stayed at 17 and 13 weeks.