Semiconductor sales continued to rocket up last week with almost 70% growth over 2020's COVID infected week. The IC weather was +3°F hotter for the week. Focusing on last week's overall picture, everything closed the week with growth above 20% y/y. DRAM is highest followed by Auto ICs, Logic, Analog & Power, with NAND closing out the pack. To a great degree, these growth numbers are driven more by last year's depressed levels than extraordinary levels of w/w growth, which averaged 5% over the month of March.
IC Wafer Fab Production levels continued to soar well above 2020's COVID constrained low last week, albeit with signs of capacity constraints limiting growth.
VLSI's IC Supply/Demand closed out 1Q21 in Shortage conditions. The notable changes last week were NAND, OSAT, and Auto jumping back to Shortage levels. They joined DRAM, IDM, Foundry, and Analog & Power to make for across-the-board shortages.
Electronics' Prices are declining with significant weakness in Tablets, Consumer, & Smartphones.