Semiconductor sales continued to set seasonal records. But the IC weather cooled significantly, with OSAT, IoT, Auto, and Analog & Power dropping a notch. Focusing on the Logic picture this week: Sales have slumped in what is a normal seasonal dip. And 13-week MAs are holding above 2019. NAND, Analog & Power did much better than our data analytics had indicated. Logic also improved, while Auto ICs dipped deeper.
The 4Q20 Nowcast for Semiconductor Supply/Demand held in a Tight seller's market. For the week, conditions deteriorated significantly at Foundries and OSATs. Conditions improved slightly for DRAM, while they deteriorated for NAND and Analog & Power. IDMs remained balanced.
Electronics Prices rose with strength in Mobile, Tablets, and Consumer.