Go Your Own Way…
With daily trade press commentary on shortages, particularly silicon based shortages, it is refreshing to hear a company president state that they are seeing an easing on what had been component shortages and a reduction in lead times. In this case, and it is certainly isolated, the company is Alpha Networks (3380.TT), based in Taiwan, a producer of switches and routers for both data centers and smaller networks. The company was not specific as to which components had been in short supply, but did mention that production lead times for ICs specific to their products had seen lead times down to between 20 to 30 weeks from a peak of 46 to 52 peaks, and expects further lead time reductions in 2H.
While this is certainly a one-off, Alpha says it has now been able to fill some customer orders that had been deferred earlier and has begun a more robust deployment of its high capacity switch products which will start in 2H. Again the components were not specified and could be very specific to the company’s products, but in light of the constant trade press mention of component shortages, we felt obligated to mention it.
While this is certainly a one-off, Alpha says it has now been able to fill some customer orders that had been deferred earlier and has begun a more robust deployment of its high capacity switch products which will start in 2H. Again the components were not specified and could be very specific to the company’s products, but in light of the constant trade press mention of component shortages, we felt obligated to mention it.
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