Semiconductor Growth Continued Passed the Bright Comps to Covid
Semiconductor Analytics: April 28, 2021
G. Dan Hutcheson
VLSI's Semiconductor Analytics report
Semiconductor sales growth continued to slow as it passed the spectacular comps to last year's COVID drop. The IC weather was hot as it cooled 2°F for the week. Focusing on last week's Logic picture, its y/y MA sales growth ran over 20% last week but it is clearly slowing due to comps and capacity limits. DRAM and Auto ICs continued to have the strongest growth last week, followed by Analog & Power, Logic, with NAND in the rear. Growth is sinking to more reasonable levels from extreme highs at the end of March, with Auto inventory saturating.
IC Wafer Fab Production levels, while still well above 2020 levels, slipped back for the 3rd week.
VLSI's IC Supply/Demand stayed in Shortage conditions overall. But it was DRAM that pulled back a notch this week, joining IDM at Tight levels. There were also slight pullbacks in NAND, IDM, OSAT, and Analog & Power. Foundry was unchanged, while the shortage in Auto ICs worsened.
Electronics' Prices have bottomed on a weekly basis with a flat 13-week MA.