Semiconductor Sales Edged Higher as IC Weather Warms
Semiconductor Analytics: November 3, 2021
VLSI's Semiconductor Analytics report
Semiconductor sales jumped by another 1% W/W while Y/Y growth continued to decelerate. The IC weather warmed 2°F last week. Sales for all segments have been on fire since March. But CAGRs are nose-bleed high. Growth continued to slow due to tougher 2020 comps than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
Peak growth rates, due to the COVID recovery tsunami, are starting to abate and should hunt native rates of 6-9%/yr. Our models show 2022 should be slightly higher than this. In 2021, DRAM results consistently beat our neural nets, while NAND underperformed. Growth rates continued to roll over last week, especially for Auto, Analog & Power, and DRAM.
VLSI's IC Supply/Demand indices held at Tight last week with More-than-Moore Foundry, OSAT, and Auto tightening up a notch. NAND slipped from Shortage to Tight.
Electronics' Retail Prices are starting to rise again.