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Woofun AI reports that Analog Devices has notified customers of extended delivery lead times reaching six months for certain product portfolios, citing rising overall semiconductor demand and persistent supply constraints. The company advises clients to secure orders via channel partners at least six months ahead.
Critini Research analyst Jukan identifies this development as a key indicator of broadening demand recovery, noting that supply chain tightness is shifting from digital AI chips to analog components serving industrial and automotive end markets.