V recovery back to trend
Semiconductor Analytics: October 14, 2020
G. Dan Hutcheson
VLSI's Semiconductor Analytics report
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.
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