VLS's Semiconductor Analytics report Semiconductor sales continued to set seasonal records at close to 20% Y/Y gains, as the IC weather warmed to 86° F. The 4Q20 Semiconductor Sales Nowcast jumped to 12%. IC Highlights: Focusing on the Auto IC picture this week, sales 13-week MAs show a distinct V recovery with recent trends similar to seasonal 4Q finishes, albeit 9% below 4Q19 last week. Logic and Analog & Power w/y growth was higher last week. DRAM, NAND, and Auto were lower. NAND is still set to have the best quarter.
Last week's Semiconductor Supply/Demand status loosened slightly, the most significant of which was in DRAM and Foundry. IDM, OSAT, and Analog & Power edged down slightly. In contrast, NAND held steady to last week's values.
Electronics Prices are trending higher with strength in Mobile and Tablets.