DRAM Growth Nearing 50%

    Semiconductor Analytics: June 23, 2021
    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales were flat week/week, coasting on a 15-week run of double-digit Y/Y gains. The IC weather was mixed, with another 0°F slide for the week.

    Focusing on DRAM, Y/Y growth MA's were approaching 50% last week, with growth resuming after a seasonal April dip. DRAM also registered the strongest W/W growth last week, followed by Auto and NAND. Logic slid while Analog & Power reversed last week's gains. DRAM is forecasted to grow 32% Y/Y in 2021 versus 7% in 2020.

    IC Wafer Fab Production continued to show the effect of capacity constraints, holding close to 10% 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 7th week. This week, IDMs and OSATs jumped from Balanced to Tight. DRAM, Foundry, and Analog & Power were slightly tighter. NAND and Auto eased.

    Electronics' Retail Price Trend is bottoming again.

    DRAM Growth nearing 50%
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