IC Supply/Demand Downshifted

    Semiconductor Analytics: May 12, 2021
    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales growth continued to echo exec views of a weak 2Q21, though still above 2020. The IC weather was cooler, with a 0°F change for the week. Focusing on Auto ICs, y/y sales growth MA's continue to rise but actual sales have been down for the last 3 weeks. An issue is vehicle production cutbacks for spot shortages, which affects the overall market. NAND and Analog & Power also dipped significantly last week. VLSI's 2021 chip forecast stayed at 20% in the latest update but NAND changed -2%, Auto +2%, A&P +4%. DRAM and Logic were unchanged.

    VLSI's IC Supply/Demand downshifted from Shortage to Tight conditions overall. It was DRAM, NAND, and OSAT that pulled back a notch this week. There were also pullbacks in IDM, Foundry, and Analog & Power. The shortage in Auto ICs continued to worsen.

    Electronics' Prices are slowly pulling up.

    IC Supply/Demand downshifted
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