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Semiconductor Demand Recovery Expands from AI to Broader Industrial Markets, Supply Chain Strain Shifts from Digital to Analog Chips

AirdropBlackHole

2026-07-04 05:11:55

On July 4, Analog Devices, a leading analog chip manufacturer, issued a formal letter to customers stating that due to a significant overall increase in semiconductor demand and ongoing supply constraints, the delivery times for some product lines have been extended to as long as six months. ADI recommends that customers place orders through channel partners at least six months in advance and accordingly extend the backlog coverage. Critini Research analyst Jukan noted that this is an important signal of demand recovery in the semiconductor industry. Previously, market attention was focused on the shortage of AI training chips and HBM memory, but the extended delivery times for analog chips indicate that the demand recovery is spreading from AI to broader end markets such as industrial and automotive sectors, with the supply chain strain shifting from digital chips to analog chips.

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