Certify Alexametrics gif

    Analog and Power Set to Grow 30%

    Semiconductor Analytics: August 18, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor weekly sales picked back up to ~6% W/Q and is still close to 20% above 2020. The IC weather cooled 4°F for the week. Focusing on Analog and Power, last week's sales were well above both 2019 and 2020. Growth did reach a ceiling early this summer but the MA is well above 30%. The current forecast is for it to finish out 2021 at 30% Y/Y. W/Y growth jumped back up for DRAM, NAND, and Auto ICs. It was down for Logic.

    IC Wafer Fab Production rose slightly last week, while 300mm eq wafer prices were up more than 10% over 2020.

    VLSI's IC Supply/Demand indices dropped again, this time to Loose. Foundry was down to Saturated, while Auto and OSAT fell to Balanced. NAND held but the DRAM glut deepened, while IDM and Analog & Power improved slightly. The 3Q21 Supply/Demand NowCast for DRAM dipped to Saturated.

    Electronics' Retail Prices continued to trend down, driven primarily by mobile & consumer.

    Analog and Power set to grow 30%
    Click here to get more information about Semiconductor Analytics
    Views: 490

    It's sunny and hotThe semiconductor market is expected t