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    Electronics Prices Rise into the Holidays

    Semiconductor Analytics: November 24, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales rose 4% W/W last week while Y/Y growth cooled to 9%. The IC weather warmed another 1°F last week.

    The industry is in its normal end-of-year holiday blackhole. Semiconductor Sales growth continues to decelerate due to tougher comps to 2020 lows rather than a real decline. COVID plus the 2019 slow downturn, means there was plenty of catchup needed. So sales for all segments have been up and to the right since March of 2021.

    Focusing on NAND this week, MAs of Y/Y growth have been rising since mid-Aug and are now over 30%. We do expect this to slow, given more recent results and the strength in Aug and Sep. Last week, DRAM continued to be the hottest sector, as Auto IC Y/Y MA growth continued to cool. Logic and Analog & Power were in the COVID slow-zone with growth in the +20% range.

    VLSI's IC Supply/Demand indices held at Tight last week with no major changes. NAND and Analog & Power were tighter. Auto was unchanged. While DRAM, More-Moore Foundry, More-than-Moore Foundry, and OSAT were looser.

    Electronics' Retail Prices are rising into the holidays.

    Electronics prices rise into the holidays
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