Semiconductor Lead Times Surge Across Multiple Segments, Baird Reports.

Investing.com -- Lead times continue to increase across semiconductor segments, marking an acceleration in the upcycle that began in late first quarter 2025, according to Baird.

MOSFET lead times have reached 25 weeks on average, the highest level since July 2024. Diodes, Vishay, and Onsemi MOSFETs are stretched the most, at 37 weeks, 31 weeks, and 26 weeks, respectively.

DC-to-DC conversion from MPS lead times are now reaching 33 weeks, last at that level in October 2022. LCD driver IC lead times have increased to 25 weeks, the longest lead times since August 2023.

Diodes' discrete products have reached 26 weeks, returning to October 2022 levels. Onsemi's SiC products lead times are now reaching 24 weeks. The company's data conversion and amplifier lead times remain stable at 17 and 13 weeks, respectively.

Xilinx FPGA lead times have stretched to 40 weeks, returning to January 2023 levels. DRAM lead times for both mobile LPDDR5 and DDR5 are now at 41 weeks, the highest level within Baird's data set.

Baird said it remains constructive on cyclical semiconductor companies.