According to supply chain sources, MCU leader Renesas Electronics is expected to announce a "supply guarantee program" to customers in October, which will see a 12-week lead time guarantee for a certain number of MCU orders. But the car chip is not included, the report said, which also shows that the supply shortage of car chip has eased to some extent, but there is still a shortage.
Sources point to high inventory levels for consumer MCUS. However, demand for automotive and industrial controlled MCUS is stable, driven by the electric vehicle (EV) and server industries.
Sources said Renesas launched a supply guarantee program except for automotive chips
"The industry is closely watching the timing of automotive MCU deliveries, and supply is still tight, but not as tight as it was a year or six months ago." "The source said.
Renesas Electronics' business is mainly divided into two divisions: Automotive Solutions (ABU) and Internet of Things and Infrastructure (IIBU). ABU is the company's core legacy business group. Most of its mid - to high-end automotive MCU architectures are designed and manufactured in-house by Renesas Electronics' own fabs. However, as part of its "light factory" strategy, its outsourcing strategy has become increasingly flexible, with production of many of its MCUS outsourced to TSMC and LSMC.