Semiconductor sales continued to set seasonal records at close to a 20% Y/Y gain, as the IC weather warmed to 85° F.
IC Highlights: Focusing on the Analog & Power picture this week, sales are well out of their COVID induced slump, with 13-week MAs even above 2018. Last week, they were the 3rd best performing market behind NAND and DRAM. Auto turned in its second week of Y/Y growth, while Logic had its first.
Last week's Semiconductor Supply/Demand status saw OSAT tighten a notch while NAND dropped one. Conditions saw slight improvements for DRAM, IDM, and Analog & Power with deterioration in Foundry and DRAM. Electronics Prices slid with weakness in Laptops and Consumer.
Potential Out-of-Sample Disruptors correctly predicted the Biden win. The probability of a Trump refusal to step down was raised to 80%. Stimulus package was pushed into 1H21. US/China Decouple was lowered due to Biden win.