Analog Devices Extends Delivery Times to 6 Months on July 4 Amid Semiconductor Supply Surge

According to BlockBeats, on July 4, Analog Devices sent a formal notice to customers stating that due to surging semiconductor demand and tight supply conditions, delivery times for certain product portfolios have been extended to up to six months. ADI advised customers to place orders at least six months in advance through channel partners and accordingly extend order backlog coverage.

According to Critini Research analyst Jukan, the extended lead times for analog chips signal a broadening demand recovery beyond AI training processors and HBM memory. The supply chain tightness is shifting from digital chips to analog chips, with demand expansion spreading from AI to broader industrial and automotive end markets.