10/20/2010 7:18 PM EDT
SAN FRANCISCO—Lead times for parts at the two firms that dominant the programmable logic market are shortening after being exaggerated by high demand for months. Analysts see the trend as a sign of slowing demand, though they appear divided on how severe the impact might be.
In reporting their quarterly results this week, Xilinx Inc. and Altera Corp.—which together account for some 85 percent of the programmable logic market—both reported improvement in lead times. Xilinx said average lead times were reduced during the quarter that closed Oct. 2 from 12 weeks to nine weeks, and that the firm expects average lead times to return to their historical normal of about four weeks by the end of the year.
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