Capacity Constrained Growth

    Semiconductor Analytics: June 30, 2021
    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics report

    Semiconductor sales soared week/week, accelerating on a 16-week run of double-digit Y/Y gains. The IC weather was mixed, with a slight 0°F rise for the week. Focusing on NAND, Y/Y growth MA's passed 25% last week, with growth approaching last year's levels after a seasonal 1Q dip. Auto hit it out of the park with a triple-digit gain Y/Y last week. It was followed by DRAM and Analog & Power. NAND and Logic tied behind that. NAND is forecast to grow 17% Y/Y in 2021 versus 24% in 2020.

    IC Wafer Fab Production continued to show the effect of capacity constraints, holding just above 2020 levels. And contrary to unit ASP declines, wafer ASPs are holding high. The difference is due to mix changes.

    VLSI's IC Supply/Demand indices Tight conditions held for the 8th week. This week, NAND and Analog & Power slipped back to Balanced. DRAM and IDM were slightly tighter. Foundry and OSAT were unchanged. Auto continued to ease, yet well in shortage conditions.

    Electronics' Retail Price Trend continued to bottom.

    Capacity constrained growth
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