[Semiconductor Demand Recovery Spreads from AI to Broader Industrial End Markets, Supply Chain Tightness Shifts from Digital Chips to Analog Chips] BlockBeats News, July 4th, Analog chip giant Analog Devices issued an official letter to customers, stating that due to a significant increase in overall semiconductor demand and ongoing supply constraints, the delivery lead time for some product portfolios has been extended to a maximum of six months. ADI recommends customers place orders through channel partners at least six months in advance and extend the backlog coverage accordingly. Critini Research analyst Jukan noted that this is an important signal of demand recovery in the semiconductor industry. Previously, market attention was focused on shortages of AI training chips and HBM memory. The extended lead time for analog chips indicates that demand recovery is spreading from AI to broader industrial, automotive, and other end markets, and supply chain tightness is shifting from digital chips to analog chips. [Original Link]