IC Weather Turns Hot

    Semiconductor Analytics: February 24, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics report



    Semiconductor sales turned up last week after two weeks of decline. Spot shortages in Auto and Consumer continue to fog up the picture. The IC weather warmed to Hot and rose 1°F. Focusing on IC market growth this week, the 13-week MA shows 2021 has kicked off on a strong growth path. Unlike the last 2 years, DRAM, NAND, Logic, Auto, Analog & Power are in a tight growth pattern - most recently ranging from +14% to +19%. In 2019, DRAM and NAND sung the blues after a hot 2018. 2020 was the year for Auto ICs to be blue. With all the news of an Auto IC shortage, this market is not so hot because of spot shortage induced cutbacks.

    IC Wafer Fab Production levels continued to rise last week at ~20% above 2020 levels, with production levels above 2M 300mm equivalents-per-week.

    The Supply/Demand status held tight for the week. DRAM jumped, NAND and IDM tightened while Foundry, OSAT, and Analog & Power loosened. The 1Q NowCast is Tight.

    IC Weather turns Hot
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