If ST gains customer because of their better lead times ... that means Microchip must really, really sucks.
Fun fact: ST management panicked at the start of the pandemic, started immediately downsizing, afaik they still haven't been able to catch up to demand.
We use both at my job, sustaining products with microchip and pre production with ST, it’s about even for terrible lead times. At least with ST I don’t have terrible debug hardware on top of my terrible lead times. I don’t know why anyone would use microchip for a new product, maybe bought in to the Atmel ARM chips already?
And it's kind of stupid because Microchip is still having 52+ week delivery issues. ST has gained three customers that I know of becuase of this.