VLSI's Semiconductor Analytics report Semiconductor sales were up more than 10% last week, compared to the same week a year ago, as the weather continued to heat up. The 3Q20 Nowcast for Memory continues to show strong growth against the counter-cyclical effect of COVID. But it's also the effect of bouncing out of the 2019 downturn, as the DRAM market shows. It's formed a strong upward channel since bottoming early this year. As for Semiconductor Supply-Demand, the 3Q20 Nowcast eased, with NAND moving from Tight to Balanced.