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    Holiday Slowing Becomes a Factor

    Semiconductor Analytics: December 8, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales were flat W/W while Y/Y growth slipped to 9%, as normal holiday slowing became a factor. The IC weather change was 0°F last week. Focusing on Analog & Power this week, MAs of Y/Y growth have been slowing since peaking in July. They are still above 20%, with sales well above 2020 since the start of the year. Last week, all sectors slowed, with Logic's Y/Y MA growth dipping below 20%. DRAM remains highest, followed by Auto ICs, NAND, A&P, and Logic.

    Semiconductor Sales growth continues to decelerate due to tougher comps to 2020. COVID plus the 2019 slowdown, means there was plenty of catchup needed. Still it's been a hot year for sales, which have been up and to the right since March of 2021 and will pass $0.5T this year.

    VLSI's IC Supply/Demand indices were mixed again, with DRAM moving up from Balanced to Tight. Meanwhile More-than-Moore Foundry supply conditions eased again to Balanced. There was slight tightening for IDM and Auto IC, while NAND held. More-than-Moore Foundry, OSAT, and Analog & Power loosened slightly.

    Electronics' Retail Prices are rising sharply into the holidays.

    Holiday slowing becomes a factor
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