All segments close to solid double digit 1Q21 finishes.
Semiconductor Analytics: March 24, 2021
G. Dan Hutcheson
VLSI's Semiconductor Analytics Report
Semiconductor sales continued to soar, with 10% w/w growth. The IC weather warmed with +1°F change for the week. Focusing on last week's Analog & Power market, the 13-week MA is at 20% y/y growth and is near it's January peak. This segment is flying high compared to both 2020 and 2019, with growth solidly double digit. Last week DRAM and Logic ran the fastest overall, followed by Auto, Analog & Power, and NAND. With the 1st quarter's end near, all segments are close to solid double digit finishes.
IC Wafer Fab Production levels continued to soar to address chip shortages. It is blowing out 1Q20's COVID constrained levels in 300mm equivalents-per-week.
VLSI's IC Supply/Demand status held in Shortage conditions. The notable changes last week were NAND jumping to Shortage levels, while OSAT and Auto pulled back a notch as unbalanced spot shortages constrained demand. The 1st Quarter has been in a Shortage since 15 Jan.