Semiconductor sales bounced up last week to 2019 levels and were well above Q2. The weather continues to improve off lows in 1Q20, as our sticker page shows. IC Highlights: Focusing on the overall IC picture this week: the 13Wk MA shows the sharp V recovery from COVID has slowed with a sales trend that tracks prior years. IC Price Pressure continued to be uplifting, as ASPs marked a 13th week of rising y/y growth. DRAM, NAND, Auto, A&P had strong growth last week, while Logic was negative w/w.
Semiconductor Supply & Demand kicked off 4Q20 at Tight levels. Last week's conditions improved significantly for OSATs and Foundries, each which jumped a full notch. Foundries are now at Shortage levels, OSATs at Tight.
Electronics Prices rose with strength in Notebooks and Tablets.