Chipmaker Taiwan Semiconductor Dominant in Automaker Price Negotiation

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Helmholtz Watson
Participant

[size=5][b]Chip lead times longest wait time since the firm began tracking the data in 2017,
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– Chip lead time is the gap between ordering a semiconductor and taking delivery

increased by seven days to 18 weeks in May from the previous month
gap is the longest wait time since the firm began tracking the data in 2017
gap is now more than four weeks longer than the previous peak in 2018

Note gap is shrinking with automotive chips.

Via Bloomberg citing research by Susquehanna Financial Group: