According to supply chain sources, leading global FPGA companies such as Xilinx and Lattice not only increased their prices by 10% to 20% or more for their main products, but also greatly lengthened the domestic supply cycle. Among them, the current delivery cycle for imported FPGA chip products has generally risen to about 52 weeks, compared to the previous regular delivery period of only 8 to 12 weeks. A senior chip dealer told the Securities Times: “Currently, there is a shortage of various types of FPGA products overseas, and spot prices have generally risen sharply. For example, the stock of a single imported XC FPGA model rose from 220 yuan at the beginning of the year to 850 yuan. The price of a single FPGA imported starting model of an EP increased from 120 yuan to 1,200 yuan. This is the latest data. Both are popular models in demand in the European and American markets. The spot price has doubled 7-10 times, and domestic downstream factories have accepted them. If you want to get it from the original manufacturer, the price won't be that high, but the 52-week delivery period is unavoidable. Imported FPGAs now generally require this delivery, and the low-end ones may be even longer.” He explained that now major foreign FPGA manufacturers are putting most of their production capacity on AI data center chips, and the remaining production capacity is prioritizing the production of high-end FPGAs. In the last 3 months, due to the discontinuation of production of some imported FPGA materials and a wave of price increases, he has sought no less than 50 domestic alternatives for downstream domestic manufacturers, and the mass production cases of domestic FPGAs are also rapidly accumulating.

According to supply chain sources, leading global FPGA companies such as Xilinx and Lattice not only increased their prices by 10% to 20% or more for their main products, but also greatly lengthened the domestic supply cycle. Among them, the current delivery cycle for imported FPGA chip products has generally risen to about 52 weeks, compared to the previous regular delivery period of only 8 to 12 weeks. A senior chip dealer told the Securities Times: “Currently, there is a shortage of various types of FPGA products overseas, and spot prices have generally risen sharply. For example, the stock of a single imported XC FPGA model rose from 220 yuan at the beginning of the year to 850 yuan. The price of a single FPGA imported starting model of an EP increased from 120 yuan to 1,200 yuan. This is the latest data. Both are popular models in demand in the European and American markets. The spot price has doubled 7-10 times, and domestic downstream factories have accepted them. If you want to get it from the original manufacturer, the price won't be that high, but the 52-week delivery period is unavoidable. Imported FPGAs now generally require this delivery, and the low-end ones may be even longer.” He explained that now major foreign FPGA manufacturers are putting most of their production capacity on AI data center chips, and the remaining production capacity is prioritizing the production of high-end FPGAs. In the last 3 months, due to the discontinuation of production of some imported FPGA materials and a wave of price increases, he has sought no less than 50 domestic alternatives for downstream domestic manufacturers, and the mass production cases of domestic FPGAs are also rapidly accumulating.