VLSI's Semiconductor Analytics report Semiconductor sales continue forming a W with the transition to phase 2 of the WAHE. Auto is still the wrecking yard of the IC market. No wonder Micron's so positive: DRAM zoomed past Logic's 13 week moving average last week and is only 11% behind NAND. Logic is close to its nowcast for 2Q20 while Analog & Power continue to be held down by the misery of industrial and auto. Supply-Demand saw DRAM continue to breakout, which had been in glut conditions since early May. NAND and Foundry tightened to tight.