4Q20 Semiconductor Sales Nowcast jumped to 12%.

    Semiconductor Analytics: November 18, 2020

    G. Dan Hutcheson G. Dan Hutcheson
    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.

    4Q20 Semiconductor Sales Nowcast jumped to 12%.
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