Logic soared as Foundry Shortages Strengthened Prices

    Semiconductor Analytics: February 3, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics report

    Semiconductor sales continued a steep upward track for the 4th week, with the 13-wk MA at +17%. The IC weather was warm but cooled 4°F. Focusing on Logic this week with new quarterly results in,13-week MAs show it 15% above 2020 at this point. Growth has mostly accelerated since Nov, as foundry shortages strengthened prices. Analog & Power has the highest growth with DRAM, NAND, & Auto trailing, but all with double-digit growth.

    IC Wafer Fab Production continued the race to keep up with the IC sales gain, with production levels running well above 2020 levels. Wafer fab production has been strongly positive since mid-October.

    The Supply/Demand status continues to tighten, with the 1Q21 NowCast rising to Shortage conditions last week. All categories were Tight or above last week, with DRAM, Foundry, and OSAT at Shortage levels.

    Electronics' Prices are declining with significant weakness in Smartphones and Notebooks

    Logic soared as Foundry shortages strengthened prices
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