DRAMs are Smoking Hot
Semiconductor Analytics: March 3, 2021
G. Dan Hutcheson
VLSI's Semiconductor Analytics report
Semiconductor sales held flat and were just above 2020's peak level in the 1st quarter. The IC weather stayed Hot with -0°F change. Focusing on the DRAM market this week, the 13-week MA with 17% y/y growth shows this segment is smoking hot. It is also demonstrated by sales almost flatlining in a season that's typically sinking. Last week, Auto ICs and Logic achieved the best y/y growth. NAND was slightly positive. Analog and Power were slightly negative.
IC Wafer Fab Production levels continued to rise last week at well above 1Q20 peak levels, with production levels 50% above 2020's lows in 300mm equivalents-per-week.
The Supply/Demand status held tight for the week in Shortage conditions. DRAM jumped again. NAND and Analog & Power also rose. IDM, Foundry, and OSAT loosened a full notch. The 1Q NowCast is Tight.
Electronics' Prices are declining
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