IC sales set seasonal records

    Semiconductor Analytics: November 4, 2020

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics report

    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.

    IC sales set seasonal records
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