2024年第=季度綜合貨期預測報告預計這種困難將持續至2025年上半年，最晚StanleyMorgan分析師已警告客戶，即將迎來“DRAM寒冬”，屆時對HBM的過度關注將導致供過于求且無法控制。其他機構如TrendForce則認為，三星電子和SK海力士的HBM產能已預訂至“盡管DRAM價格一直疲軟，但預計2025年整體平均銷售價格將上升。雖然不同產品的價格可能有所不同，但HBM應用范圍的擴大應有助于2025年DRAM市場的穩定。”其他行業專家表示，HBM市場擁有更多“根據客戶需求定制的產半導體市場趨勢易失性內存器#人工智能持續推動對高帶寬內存(HBM)和其他具備人工智能功能的DRA供應商緊握生產產能，確保大多數交貨期保持穩定。內存器件的訂單周意味著客戶應密切關注交貨期趨勢，訂貨量應足夠，以便在產能被預訂金士頓所有產品當前的價格仍然居高不下，但將在2024年第四季度和2025年第一季度期價格技術價格技術趨勢Stable–SRAM/PSRAMStable–Stable–DRAM/RLDRAMCurrentpricingishighbutwillremainstableDDRIIwillremainstableinleadtimeandprice.DDR3willseepriceincreases.DDR5isgoingupinleadtimeandprice,currentlyat20-24weeks.DDRII/DDR3/DDR5CurrentpricingishighandwillincreaseforDDR3.CurrentpricingishighandwillincreaseinQ4.CurrentpricingishighandwillincreaseinQ4.Stable–Informationsubjecttowithoutfromprovide8-10weeks20-24weeksAsynchronous8-10weeks,Synchronous12-16weeks趨勢SamsungDDR4/LPDDR4SamsungKingston供應商InfinonStable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–MicronMicron貨期備注現貨半導體市場趨勢非易失性內存器件與DRAM一樣，非易失性內存市場將在下個季度及來年繼續漲價美光和西部數據的NAND閃存產品價格將在2024年第四季度和2025年第一季度期間技術供應商貨期價格備注現貨趨勢趨勢Stable–Stable–InfinonStable–pNORpricingwillincrease,sNORwillremainstable.MacronixStable–Stable–MicronStable–Stable–Stable–Stable–MacronixStable–Stable–Microchip4-9weeksStable–Stable–Micron20-24weeksStable–PriceiscurrentlyhighandwillincreaseinQ4.WesternDigitalStable–PriceiscurrentlyhighandwillincreaseinQ4.FRAM/NVRAMInfinon8weeksStable–Stable–STMicroelectronicsStable–Stable–MicrochipStable–Stable–Onsemi20-24weeksStable–Stable–Stable–Stable–STMicroelectronicsStable–Stable– 半導體市場趨勢存儲器 產品增加產能，交貨期保持穩定，但隨著智能手機和個人電脳等上市，預計價格將在2024年第四季度和2025年第一季度期間上漲。平均交貨期為10至西部數據的eMMC、SSD和HDD產品價格將上漲。今年早些時候，西部數據報告了類似貨期價格貨期備注技術供應商備注技術趨勢現貨趨勢現貨4-64-6weeks2-4weeks20-24weeksStable–KingstonStable–Stable–KingstonStable–eMMCMacronixStable–Stable–MacronixStable–WesternDigitalKingstonStable–FurtherpriceincreaseWesternDigitalKingstonStable–Stable–Stable–Stable–MicronStable–FurtherMicronStable–SamsungWesternDigitalWesternDigitalStable–FurtherpriceincreaseSamsungWesternDigitalWesternDigitalStable–Stable–FurtherpriceincreaseQ4-24/1H25Stable–Stable–FurtherpriceincreaseQ4-24/1H25Stable–半導體市場趨勢分立器件剩的問題仍然存在，但隨著買家開始補充庫存，預計2024年第四季度和2025年第一季度威世(Vishay)的整流器和TVS/保護組件產品價安世半導體(Nexperia)的雙極型晶體管、TVS/保護組件件和二極管產品價格將在2024年技術技術供應商貨期價格備注現貨趨勢趨勢DiodesDiodesInc.Stable–Stable–NexperiaStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.OnsemiStable–Stable–TaiwanSemiconductorStable–Stable–ToshibaStable–Stable–VishayStable–Stable–WeEnSemiconductor10-12weeksStable–Stable–半導體市場趨勢分立器件技術貨期價格備注供應商現貨趨勢趨勢Bi-polarDiodesInc.Stable–Stable–Infinon24-28weeksStable–Stable–NexperiaStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.OnsemiStable–Stable–STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–WeEnSemiconductorStable–Stable–SmallSignalDiodesInc.Stable–Stable–NexperiaStable–Stable–OnsemiStable–Stable–Pricingistrendingdownandwillremainstablein4Q24.STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–VishayStable–Stable–DiodesInc.Stable–Stable–Infinon36-48weeksStable–Stable–NexperiaStable–Stable–Onsemi20-22weeksStable–Stable–Pricingistrendingdownandwillremainstablein4Q24.STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–Toshiba20-24weeksStable–Stable–VishayStable–Stable–TVS/ProtectionDiodesInc.Stable–Stable–NexperiaStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.OnsemiStable–Stable–Pricingistrendingdownandwillremainstablein4Q24.STMicroelectronicsStable–DownPricingistrendingdownthrough4Q24and1Q25.TaiwanSemiconductorStable–Stable–ToshibaStable–Stable–Vishay8-14weeksStable–Stable–半導體市場趨勢分立器件技術供應商貨期價格備注現貨趨勢趨勢CouplerBroadcom24-32weeksStable–Stable–Onsemi4-18weeksStable–Stable–Currentpriceistrendingdownandwillremainstable.Vishay4-12weeksStable–Stable–Infinon36-40weeksStable–Stable–Microchip8-26weeksStable–Stable–OnsemiStable–Stable–Currentpriceistrendingdownandwillremainstable.MicrochipStable–Stable–Infinon20-52weeksStable–Stable–Stable–Stable–Thyristors/Triacs/WeEnSemiconductorsStable–Stable–STMicroelectronics20-24weeksStable–Stable–RectifiesDiodesInc.Stable–Stable–STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–ToshibaStable–Stable–WeEnSemiconductorsStable–Stable–OnsemiStable–Stable–Currentpriceistrendingdownandwillremainstable.Vishay8-20weeksStable–Stable–Currentpriceistrendingdownandwillremainstable.半導體市場趨勢邏輯器件價格正在下降，而交貨期保持穩定。這一趨勢可能會持續到2024年第四季度和客戶正在消化剩余的庫存。市場可能會在2025年上半年開始增長。平均交貨期為12至16技術供應商技術供應商貨期價格備注現貨趨勢趨勢ProgrammableAMDStable–Stable–Infinon20-24weeksStable–Stable–MicrochipStable–Stable–StandardNexperiaStable–Stable–OnsemiStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.LogicICToshiba20-24weeksStable–Stable–半導體市場趨勢高級模擬器件交貨期和價格保持穩定，這可能是由于剩余庫存仍在影響2024年第四季度并延續到2025年第一季度。技術供應商貨期價格備注現貨趨勢趨勢DataconvertersMicrochipStable–Stable–Stable–Stable–STMicroelectronicsStable–Stable–MicrochipStable–Stable–26-30weeksStable–Stable–NXPSemiconductorStable–Stable–OnsemiStable–Stable–STMicroelectronicsStable–Stable–InterfacesMicrochipStable–Stable–24-28weeksStable–Stable–NXPSemiconductor8-20weeksStable–Stable–36-52weeksStable–Stable–STMicroelectronicsStable–Stable–PowerManagementSwitchingReg.)Infinon22weeksStable–Stable–MicrochipStable–Stable–30-32weeksStable–Stable–OnsemiStable–Stable–STMicroelectronicsStable–Stable–MultimediaProducts28-30weeksStable–Stable–AnalogToshibaStable–半導體市場趨勢嵌入式處理器意法半導體（STMicroelectronics）的產品交貨期顯著縮短。平均交貨期為10至20周。技術供應商貨期價格備注現貨趨勢趨勢InfinonStable–Stable–Microchip4-8weeksStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronicsDownStable–InfinonStable–Stable–Microchip4-9weeksStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronicsDownStable–InfinonStable–Stable–MicrochipStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronicsDownStable–MCU20-48weeksStable–Stable–半導體市場趨勢光電器件技術供應商技術供應商貨期價格備注現貨趨勢趨勢Stable–Stable–BroadcomStable–Stable–8-12weeksStable–Stable–BroadcomStable–Stable–半導體市場趨勢傳感器 隨著產能的增長，市場保持平穩，交貨期也保持穩定，而價格可能會在2024年下半年有所下降意法半導體（STMicroelectronics）的加速度計、溫濕度（T&H）傳感器和飛行時間微芯科技（Microchip）的傳感器交貨期將在2024年第四季度延長。技術Pressure供應商貨期價格現貨趨勢趨勢AmphenolStable–Stable–InfinonStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronics20-22weeksStable–Stable–TEConnectivityStable–Stable–TimeofFlightStable–Stable–Leadtimeswillcontinuetrendingdownthrough4Q24.Broadcom12weeksStable–Stable–Infinon13weeksStable–Stable–STMicroelectronicsDownStable–TEConnectivityStable–Stable–Position24weeksStable–Stable–ProximitysensorsbyVishay.BroadcomStable–Stable–Infinon18weeksStable–Stable–TEConnectivityStable–Stable–VishayStable–Stable–30weeksStable–Stable–半導體市場趨勢傳感器 技術技術供應商貨期價格現貨趨勢趨勢T&HAmphenolStable–Stable–21weeksStable–Stable–STMicroelectronicsDownStable–Leadtimeswillcontinuetrendingdownthrough4Q24.TEConnectivityStable–Stable–SensorsMicrochipStable–Leadtimeswillcontinuetrendingupthrough4Q24.24-30weeksStable–Stable–Vishay4-26weeksStable–Stable–Vishaylightsensors.AccelerometerNXPSemiconductorStable–Stable–STMicroelectronicsDownStable–Leadtimeswillcontinuetrendingdownthrough4Q24.TEConnectivityStable–Stable–ALS12weeksStable–Stable–Broadcom26-35weeksStable–Stable–SlottedInterrupters/Vishay6-10weeksDownStable–Vishayslottedinterrupterswillseeleadtimestrendingdownthrough4Q24.MEMSNXPSemiconductorStable–Stable–PEMCO市場趨勢被動器#被動器件市場的交貨期趨勢仍保持穩定。部分領域的需求仍然存在，導致交貨期延長，尤其是在最近受到惡劣天氣影響的地區。供應商的價格大多保持穩定。18至40周。威世的M55342軍用電阻器和鉭聚合物電容器在2024年第四季度的交貨期將基美/國巨（Kemet/Yageo）的多個產品交貨期延長，尤其是鉭聚合物電容器和鋁電容三星、TDK、基美/國巨（Kemet/Yageo）和京瓷AVX的MLCC產品交貨期均呈上升趨PEMCO市場趨勢被動器#技術供應商貨期價格備注現貨趨勢趨勢ResistorsThick&ThinFilmBournsStable–Stable–Kemet/YageoStable–Stable–PanasonicStable–Stable–ThinFilmleadtime18-20weeks.VishayStable–Stable–ThinFilmleadtime18-40weeks.ResistorsNetworks&ArraysBournsStable–Stable–PanasonicStable–Stable–VishayStable–Stable–ResistorsTrimmers&WirewoundPanasonic35-52weeksStable–Stable–VishayStable–Stable–VishayTrimmershavealeadtimeof35-52weeks.Vishaywirewoundresistorsareupinprice,butwillremainstable.CapacitorsAluminiumKemet/Yageo20-46weeksStable–Aluminiumelectrolyticcapacitorswillremainstableat24-32weeks.Panasonic20-52weeksStable–Aluminiumpolymercapacitorswillremainstableat20-52weeks.Stable–Stable–InductorsBourns24-42weeksStable–Stable–Kemet/YageoStable–Stable–Stable–Stable–Murata8-52weeksStable–Stable–Samsung26-52weeksStable–Stable–Stable–Stable–Stable–Stable–VishayStable–Stable–PEMCO市場趨勢被動器#技術供應商貨期價格備注現貨趨勢趨勢Kemet/Yageo29-46weeksStable–Stable–Pricingiscurrentlyhigh,butwillremainstablethrough4Q24.20-32weeksStable–Stable–30-52weeksStable–Stable–CapacitorsCeramicMultilayer(MLCC)Kemet/YageoStable–MLCChighCVleadtimeistrendingupwardwithStable–MLCChighCVleadtimeistrendingupwardwithMurataStable–Stable–SamsungStable–MLCChighCVleadtimeistrendingupwardwithStable–Stable–Stable–MLCChighCVleadtimeistrendingupwardwithVishayStable–Pricingforleadedceramicsishighandtrendingupwardover4Q24.CapacitorsTantalumStandard/LowESRKemet/YageoStable–Stable–Stable–Stable–VishayStable–Stable–CapacitorsTantalumPolymerKemet/YageoStable–14-26weeksStable–VishayStable–MilitaryCeramics(M123,M49470,leaded)Kemet/YageoStable–Stable–Stable–Stable–VishayStable–Stable–MilitaryTantalums(M39003,M9006,CWR)Kemet/YageoStable–Stable–Stable–Stable–VishayStable–Stable–MilitaryResistors(M55342)Vishay46-71weeksStable–PEMCO市場趨勢連接器 定PEMCO市場趨勢連接器 技術供應商貨期價格備注現貨趨勢趨勢BackplaneAmphenolStable–Stable–Stable–Stable–MolexStable–Stable–TEConnectivityStable–Stable–CircularAmphenolStable–Stable–Stable–Stable–Glenair2-4weeksStable–Stable–Stable–Stable–Stable–Stable–TEConnectivityStable–Stable–AmphenolStable–Stable–Glenair2-4weeksStable–Stable–20-26weeksStable–Stable–TEConnectivityStable–Stable–I/OAmphenolStable–Stable–MolexStable–Stable–TEConnectivityStable–Stable–AmphenolStable–Stable–MolexStable–Stable–SamtecStable–Stable–TEConnectivityStable–Stable–TerminalBlockAmphenolStable–Stable–MolexStable–Stable–TEConnectivityStable–Stable–PEMCO市場趨勢連接器 技術供應商貨期價格備注現貨趨勢趨勢DiscreteHousingAmphenolStable–Stable–MolexStable–Stable–Samtec4-8weeksStable–Stable–TEConnectivityStable–Stable–AmphenolStable–Stable–Stable–Stable–MolexStable