Semiconductor Sales Closing in on a Record $600m Year
Semiconductor Analytics: October 6, 2021
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.