The question is: have they been running at full production capacity? And I mean not just now, but all through the last 2 years. If -for example- they skipped a few slots due to cancelled orders, they'll have a huge backlog to catch up. Even if they skipped only a few slots. Nothing is available from Xilinx which makes me believe they have halted production for a while.
Surely they are. There are already products using their newest devices, so they must've came from somewhere. Like I said above, new AU10/15P are now in full production and available for ordering. One only needs to take a look at their financial documents to see that they are full steam ahead with manufacturing and shipping. The fact that YOU can't get them doesn't mean nobody can. From what I've heard, the lead time for their devices is now about a year, which is not a problem for commercial designs as the R&D cycle is typically at least that long, and I haven't heard that anyone was bumped off their order with Xilinx yet, regardless of the volume. It is a problem for smaller shops with shorter R&D cycles, because it forces them to buy devices in advance, and also leads to often using larger device that is strictly neccessary because that's what they stocked - being unable to source smaller devices with short lead times (read as "buy them on DK/Mouser at the last minute"), which of course cuts into profit margin and makes products more expensive then they could be in a more "normal" market. For example, I've stocked up with Artix-100T devices in 676 package because resource-wise (number of IO, LUT/FF, BRAM, DSP, MGTs) they cover anything that I've ever designed (except for one design where I used K325T device), but it's obvoisly not cheap, and in most production boards I would've used smaller devices if I would have them on hand. Which is why I'm interested in AU10/15P and thinking about placing an order - they are about 2-2.5 times faster than A100T while costing about the same, and it looks like the lead time for them is shorter than usual.