Semiconductor sales flew high above last year, making it a 13-week run of double-digit gains. W/Q growth was very positive. Focusing on Analog & Power, Y/Y growth MA's jumped over 40% last week and are headed towards a >20% gain for the year. Auto ICs had the highest growth last week, followed by DRAM. NAND and Logic were just under A&P. The 2021 forecast for DRAM was raised to 32% Y/Y and Auto 29%, as they continued to outperform expectations. ICs rose to 21%.
The IC weather was hotter, with a 0°F rise for the week.
IC Wafer Fab Production levels continued to rise, tracking almost 10% above 2020 levels.
VLSI's IC Supply/Demand indices Tight conditions held for the 5th week. There was no movement between categories. IDM and Foundry were unchanged. NAND, DRAM, OSAT, Auto ICs, and Analog & Power all eased. The 2Q21 NowCast held at Tight.
Electronics' Prices Trend resumed its declining path last week.