Semiconductor 2Q21 weekly sales peaked at over $10B on 25 Jun, almost beating the 2Q18 peak. Last week's sales were 20% above 2020's. The IC weather broadly slid 1°F for the week.
Focusing on Auto ICs, the last week of June hit a record at levels 20% above past peaks. Auto ICs are expected to finish out 2021 with 30% growth. With semiconductor sales closing in on $600B. Y/Y growth MA's were at mesospheric heights of 80% last week. DRAM and Analog & Power were in a 30-40% range, with NAND and Logic in 20-30%.
VLSI's IC Supply/Demand indices Tight conditions held for the 11th week. This week, NAND stepped up a notch, while Foundry dropped down. Analog & Power held, while DRAM, IDM, OSAT, and Auto ICs dipped. IC Wafer Fab Production slipped back with the start to the new quarter and mix changes.
The 3Q21 Supply/Demand NowCast for NAND also jumped to Tight.
Electronics' Retail Prices reversed on smartphone weakness.