As you know, 2020 was a very strang

As you know, 2020 was a very strange year—a weak and sharply declining environment in first half of the year followed by a V-shaped recovery in second half of the year, especially in the last few months. In the first half of 2020 there was a significant reduction in demand as customers were cancelling and pushing out orders. Our customers generally pulled back very hard and there was no backlog visibility. In this environment, we had no choice but to draw down inventories and safety stock to protect ourselves from what looked like a severe economic contraction. We saw a similar behavior from our foundry and subcontracting partners. During that time, nobody in the industry was adding any capacity. In July we wrote a letter to our customers requesting longer-term backlog visibility, and some customers provided it to us. Those that did not act are seeing even more severe shortages today, as you may have seen in the many news articles about severe semiconductor shortages. Starting around September, we began to see very strong broad-based bookings and this acceleration has continued since. Our bookings are now coming in at a rate 70% above what would be considered normal bookings. Over 30% of what customers want from us is currently available later than when they would like to receive it, and there is no capacity to make up for it. As the near-term availability dries up on most products that are in high demand, we are continuing to schedule orders farther and farther out. We are estimating that these shortages will continue for much of 2021 and possibly into 2022. Given the severely constrained environment, we have taken two actions: 1) We and our supply chain partners are adding capacity as fast as possible, but are facing equipment, materials and people shortages and delays; 2) We extended the cancellation and reschedule window to longer than normal to confirm that there is high confidence in the backlog placed on us. This way, when we build a product using constrained capacity, we know that it will ship out and the customer will not cancel before we deliver. Many customers have asked us to provide a solution for prioritized capacity beyond the short term (next 5–6 months), where our capacity is over-subscribed. With that in mind we would like to introduce the Microchip Preferred Supply Program (PSP) and offer you the option to receive prioritized capacity in the second half of 2021 and the first half of 2022. The Preferred Supply Program has the following elements: • 12 months of continuous, non-cancellable and non-reschedulable backlog • Capacity priority will be for the second 6 months of the next 12-month period—not the first 6 months. While not a guarantee of supply we will most certainly place our highest priority on those that work with us within this program. • Capacity priority allocation will be made on a first-come, first-served basis until the available capacity is allocated which we expect is likely to happen by the end of February. To make PSP work we need your engagement now. We are committed to your success and we believe that this program will give you an advantage to build on during these times of very constrained capacity. We ask all of our customers to immediately place their 12-month non-cancellable non-reschedulable backlog on Microchip. We also ask our worldwide distributors to do the same. Please feel free to contact your Microchip Client Engagement Manager to further discuss this program and answer your questions. We expect the bulk of our capacity to get booked up by the end of February and we will be accepting 12-month backlog on a first-come, first-served basis. We will of course reserve a portion of our capacity to ensure that new customers and new designs can be served as they launch early production, new products can be launched with available inventory and that smaller customers can continue to be served. We will be working tirelessly to continue to expand capacity further. Thank you for your business and your understanding in these challenging times. Steve Sanghi & Ganesh Moorthy

As you know, 2020 was a very strange year—a weak and sharply declining environment in first half of the year followed by a V-shaped recovery in second half of the year, especially in the last few months. In the first half of 2020 there was a significant reduction in demand as customers were cancelling and pushing out orders. Our customers generally pulled back very hard and there was no backlog visibility. In this environment, we had no choice but to draw down inventories and safety stock to protect ourselves from what looked like a severe economic contraction. We saw a similar behavior from our foundry and subcontracting partners. During that time, nobody in the industry was adding any capacity. In July we wrote a letter to our customers requesting longer-term backlog visibility, and some customers provided it to us. Those that did not act are seeing even more severe shortages today, as you may have seen in the many news articles about severe semiconductor shortages. Starting around September, we began to see very strong broad-based bookings and this acceleration has continued since. Our bookings are now coming in at a rate 70% above what would be considered normal bookings. Over 30% of what customers want from us is currently available later than when they would like to receive it, and there is no capacity to make up for it. As the near-term availability dries up on most products that are in high demand, we are continuing to schedule orders farther and farther out. We are estimating that these shortages will continue for much of 2021 and possibly into 2022. Given the severely constrained environment, we have taken two actions: 1) We and our supply chain partners are adding capacity as fast as possible, but are facing equipment, materials and people shortages and delays; 2) We extended the cancellation and reschedule window to longer than normal to confirm that there is high confidence in the backlog placed on us. This way, when we build a product using constrained capacity, we know that it will ship out and the customer will not cancel before we deliver. Many customers have asked us to provide a solution for prioritized capacity beyond the short term (next 5–6 months), where our capacity is over-subscribed. With that in mind we would like to introduce the Microchip Preferred Supply Program (PSP) and offer you the option to receive prioritized capacity in the second half of 2021 and the first half of 2022. The Preferred Supply Program has the following elements: • 12 months of continuous, non-cancellable and non-reschedulable backlog • Capacity priority will be for the second 6 months of the next 12-month period—not the first 6 months. While not a guarantee of supply we will most certainly place our highest priority on those that work with us within this program. • Capacity priority allocation will be made on a first-come, first-served basis until the available capacity is allocated which we expect is likely to happen by the end of February.  To make PSP work we need your engagement now. We are committed to your success and we believe that this program will give you an advantage to build on during these times of very constrained capacity. We ask all of our customers to immediately place their 12-month non-cancellable non-reschedulable backlog on Microchip. We also ask our worldwide distributors to do the same. Please feel free to contact your Microchip Client Engagement Manager to further discuss this program and answer your questions. We expect the bulk of our capacity to get booked up by the end of February and we will be accepting 12-month backlog on a first-come, first-served basis. We will of course reserve a portion of our capacity to ensure that new customers and new designs can be served as they launch early production, new products can be launched with available inventory and that smaller customers can continue to be served. We will be working tirelessly to continue to expand capacity further.  Thank you for your business and your understanding in these challenging times.  Steve Sanghi & Ganesh Moorthy

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结果 (简体中文) 1: [复制]

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如您所知，2020年是非常奇怪的一年-上半年环境疲软且急剧下降，随后 在下半年（尤其是在过去的几个月中）呈V形复苏。2020年上半年，由于 客户取消和推出订单，需求显着减少。我们的客户通常非常努力地撤退，并且没有积压的可见性。在 这种环境下，我们别无选择，只能减少库存和安全库存，以保护自己免受看起来严重的 经济收缩的影响。我们从铸造厂和分包合作伙伴那里看到了类似的行为。在此期间，业内没有人在 增加容量。 7月，我们写信给我们的客户，要求其长期积压可见性，一些客户将其提供给我们。 如您在许多有关严重半导体短缺的新闻中所看到的那样，那些没有采取行动的企业如今面临着更为严重的短缺。 从9月左右开始，我们开始看到非常广泛的广泛预订，并且此后一直在加速。 现在，我们的预订量比正常预订量高出70％。目前，超过30％的客户希望从我们这里 得到的东西比他们想收到的时间晚了，而且没有能力弥补它。随着近期可用性的持续恶化 大多数需求量很大的产品，我们将继续安排越来越远的订单。我们估计这些 短缺现象将在2021年的大部分时间里持续存在，甚至可能持续到2022年。 鉴于严峻的环境，我们已采取了两项行动：1）我们和我们的供应链合作伙伴正在 尽快增加产能，但面临着设备，物资，人员短缺和延误；2）我们将取消和重新安排窗口的 时间延长到比正常时间更长的时间，以确认对我们积压的订单有很高的信心。这样，当我们使用 受限的容量构建产品时，我们知道它将发货，并且客户在我们交付之前不会取消。 许多客户要求我们提供解决方案，以便在短期内（接下来的5-6个月）提供超出优先级的容量，因为我们的容量 已超额订购。考虑到这一点，我们想介绍Microchip首选供应计划（PSP），并为您提供 在2021年下半年和2022年上半年获得优先产能的选项。首选供应计划具有以下要素： •12连续的，不可取消的和不可调度的积压 月份数•容量优先级将是下一个12个月期间的后6个月，而不是前6个月。尽管不能保证 供应，但我们肯定会在此计划中将与我们合作的人员放在首位。 •容量优先级分配将以先到先得的方式进行，直到我们预计 可能在2月底之前分配可用容量为止。 为了使PSP正常运行，我们现在需要您的参与。我们致力于您的成功，并且我们相信该程序将为您提供一个 在能力有限的时期内继续发展的优势。 我们要求所有客户立即将其12个月不可取消的不可重新安排的积压订单放置在Microchip上。我们还要求我们的 全球分销商也这样做。请随时与您的Microchip客户参与经理联系，以进一步讨论此问题。 编程并回答您的问题。我们预计到2月底，我们的大部分容量将被预订，我们将以 先到先得的方式接受12个月的积压。当然，我们将保留部分能力，以确保新客户和 新设计能够在他们投入早期生产时得到服务，新产品可以在有库存的情况下推出，并且 可以继续为较小的客户提供服务。我们将不懈努力，继续扩大产能。 感谢您在这个充满挑战的时代的业务和您的理解。 史蒂夫·桑吉（Steve Sanghi）和加内什·莫西（Ganesh Moorthy）

正在翻译中..

结果 (简体中文) 2:[复制]

复制成功！

如你所知，2020年是一个非常奇怪的一年——今年上半年环境疲软且急剧下降，随后是V型 下半年复苏，尤其是最近几个月。2020年上半年，需求显著减少。 客户正在取消和推出订单。我们的客户通常非常努力地收回，没有积压的可见性。在 这种环境，我们别无选择，只能提取库存和安全库存，以保护自己免受什么看起来像一个严重的 经济收缩。我们看到我们的铸造厂和分包合作伙伴也有类似的行为。在那段时间里，这个行业没有人 正在添加任何容量。 7 月，我们写信给客户，要求长期积压可见性，一些客户向我们提供了这封信。那些没有 正如你在许多关于严重半导体短缺的新闻文章中看到的，今天的行为正看到更严重的短缺。 从 9 月份左右开始，我们开始看到非常强劲的广泛预订，此后这种加速一直持续。我们的预订是 现在以高于正常预订率70%的速度进入。目前客户希望从我们身上得到的超过 30% 提供晚于当他们想收到它，有没有能力弥补它。随着近期可用性的减少 大多数需求旺盛的产品，我们继续安排订单越来越远。我们估计这些 短缺将持续到2021年的大部分时间里，并可能持续到2022年。 鉴于环境严重受限，我们采取了两项行动：1）我们和我们的供应链合作伙伴正在以最快的速度增加产能 可能，但面临设备、物资和人员短缺和延误：2）我们延长了取消和重新安排窗口 比正常时间长，以确认有高度的信心，积压摆在我们身上。这样，当我们使用 有限的容量，我们知道，它会出货，客户不会取消之前，我们交付。 许多客户要求我们为短期（未来 5-6 个月）之后的优先容量提供解决方案，我们的容量 被超额订阅。考虑到这一点，我们想介绍微芯片首选供应计划（PSP），并提供你的选择 2021年下半年和2022年上半年获得优先容量。首选供应计划包含以下要素： • 连续、不可取消和不可重期积压 12 个月 •容量优先级将在接下来的12个月的后6个月，而不是前6个月。虽然不能保证 供应，我们肯定会把我们的最高优先事项放在那些与我们合作，在这个计划。 • 容量优先分配将在先到先得的基础上进行，直到分配我们期望的可用容量 很可能发生

正在翻译中..

结果 (简体中文) 3:[复制]

复制成功！

如你所知，2020年是一个非常奇怪的年份——上半年环境疲软，急剧恶化，接着是一个V型曲线 下半年复苏，尤其是最近几个月。在2020年上半年，需求大幅减少，因为 顾客们取消并推出订单。我们的客户通常很难收回，没有积压的可见性。在 在这样的环境下，我们别无选择，只能降低库存和安全库存，以保护自己免受看起来是严重的灾难 经济收缩。我们的代工和分包合作伙伴也有类似的行为。在此期间，业内没有人 正在添加任何容量。 在7月份，我们给客户写了一封信，要求提供长期的待办事项可见性，一些客户向我们提供了这封信。那些没有 如今，act面临着更为严重的短缺，正如你在许多有关半导体严重短缺的新闻文章中所看到的那样。 从9月左右开始，我们开始看到非常强劲的基础广泛的预订，这种加速一直持续至今。我们的预订是 现在入住率比正常预订率高出70%。目前，超过30%的客户希望从我们这里得到的是 比他们想收到的时间晚，而且没有能力弥补。随着近期可用性的枯竭 对于大多数需求量很大的产品，我们都在继续安排越来越远的订单。我们估计这些 在2021年的大部分时间里，短缺将持续，并可能持续到2022年。 考虑到严重受限的环境，我们采取了两项行动：1）我们和我们的供应链合作伙伴正在以最快的速度增加产能 可能，但面临设备、材料和人员短缺和延误；2）我们将取消和重新安排窗口延长到 比正常时间长，以确认有高度的信心，积压在我们身上。这样，当我们使用 受限的容量，我们知道它将出货，客户不会取消之前，我们交付。 许多客户要求我们为短期（未来5-6个月）以外的优先产能提供解决方案，而我们的产能 超额认购。考虑到这一点，我们想介绍微芯片优先供应计划（PSP），并为您提供选择 在2021年下半年和2022年上半年获得优先产能。首选供应计划包括以下要素： •12个月的连续、不可取消和不可重新安排的积压 •产能优先考虑下一个12个月的后6个月，而不是前6个月。虽然不能保证 供应我们一定会把我们的最高优先权放在那些与我们一起工作在这个项目。 •容量优先分配将按照先到先得的原则进行，直到分配出我们预期的可用容量 很可能在2月底发生。 为了让PSP工作，我们现在需要你的参与。我们致力于你的成功，我们相信这个项目将给你一个新的机会 在产能非常有限的情况下，可利用的优势。 我们要求我们所有的客户立即将他们12个月的不可取消不可重新安排的积压在Microchip上。我们还要求 世界各地的分销商也这样做。请随时联系您的Microchip客户业务经理进一步讨论 编程并回答您的问题。我们预计我们的大部分产能将在2月底前被预订一空，我们将接受 按先到先得的原则积压12个月。我们当然会保留一部分产能，以确保新客户和 新的设计可以作为他们推出早期生产，新产品可以推出可用的库存和更小 客户可以继续得到服务。我们将不懈努力，继续进一步扩大产能。 在这个充满挑战的时代，感谢您的业务和理解。 史蒂夫·桑吉和甘尼什·穆尔蒂

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