📊Executive Summary

The Sourcengine Q2 2023 Lead Time Report indicates ongoing challenges in the electronics supply chain, particularly for memory components like DRAM and NAND flash. Raw material shortages continue to affect passive components, while semiconductor manufacturers, including Samsung and SK Hynix, are experiencing significant sales drops, prompting production cuts to manage excess inventory. The report highlights a mismatch between component scarcity and surplus, with pricing trends showing a decline in memory prices. Logistics challenges and geopolitical factors, such as the war in Ukraine, are contributing to supply constraints. Notably, Nexperia has removed many parts from allocation, although some still face higher lead times. Overall, the report suggests a gradual recovery in the latter half of 2023 as OEMs replenish inventory....