Can confirm. Just bought 10k units of STM32L4R5ZI, shipping to the assembly house. We didn't procure it direclty, but through our ODM, message from our vendor is that there is a huge dump of semiconductors of all shapes and sizes in Asia. Actually, this is a batch that we bought as insurance due to long leadtimes. Now we will have excess inventory of assembled pcbs but xmas is coming and we could churn through inventory. The market is about to collapse and prices are going to plummet sharply in next 3 months.

I suspect many companies have bought insurance and it is about to bite them in the ass with excess inventory.