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    Semiconductor Sales Closing in on a Record $600m Year

    Semiconductor Analytics: October 6, 2021
    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics report

    Semiconductor sales closed in on $12B, another all-time weekly record. The IC weather cooled 2°F last week, with the cooler weather coming to all markets. Semiconductor Sales are closing in on a record $600M in 2021 with 24% growth. Logic will pass $250B and DRAM is close to $100B. Focusing on Auto ICs, MAs have risen to ~65% higher than 2020 - and it's not the hottest segment. VLSI's current forecast is for it to finish the year up 38%, which is up 4% from Sept's projection.

    IC Wafer Fab Production continued to ride a capacity ceiling, as wafer price inflation hit 40% Y/Y.

    VLSI's IC Supply/Demand indices held at Tight last week with OSAT dropping a notch and More than Moore Foundry falling two. DRAM, More Moore, and Analog & Power weakened, while NAND, IDM, & Auto ICs were stronger.

    The 3Q21 Supply/Demand NowCast closed out in Balanced conditions.

    Electronics' Retail Prices are bottoming with shortages creating strength across the board.

    Semiconductor Sales closing in on a record $600M year
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    The industry is soaring but carries a Downturn Warning Signs. Excessive CapE