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    NAND Growth Flat

    Semiconductor Analytics: August 4, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor weekly sales continued to extend, at almost 10% W/Q growth. The IC weather rose 2°F for the week. Focusing on NAND, while last week's sales were ~20% above 2020's, growth has been flat and the current forecast is for them to finish out 2021 with 20% growth versus semiconductor sales at 24%. W/Y growth for DRAM, Logic, Auto, and Analog & Power was down. Despite cries of Auto IC shortages, sales growth continued to decline while ASP's lack of growth reveals the buying power of car makers.

    IC Wafer Fab Production crawled 1% Y/Y last week, while 300mm eq wafer prices soared. VLSI's IC Supply/Demand indices Tight conditions held for the 13th week. But it was bad luck for DRAM, which dropped again to Loose. But Analog & Power bumped back up to Tight. Auto ICs also tightened as 2022 model production rose. NAND, IDM, OSAT, and Foundry also tightened.

    Electronics' Retail Prices continued to trend down.

    NAND growth flat
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    It's hot and vistas are still clear buThe road is clear into the second half