Semiconductor sales blew past $11B to hit an all-time weekly record. The IC weather cooled another 1°F for the week. Markets were mixed, with Memory & MM Foundry cooler. SoC warmed to Hot. IDM, MtM, and OSAT were hotter. Last week, Auto ICs had the highest W/W growth, followed by Logic, NAND, DRAM, and Analog & Power. Focusing on Analog & Power, MAs continue to run at levels ~35% higher than 2020. VLSI's current forecast is for it to finish the year up 30%.
IC Wafer Fab Production continued to ride a capacity ceiling, as wafer price inflation almost hit 40% Y/Y.
VLSI's IC Supply/Demand indices jumped Tight last week with OSAT, More Moore, and More than Moore Foundry rising a notch. DRAM, NAND, IDM, Auto IC, and Analog & Power were all stronger. The 3Q21 Supply/Demand NowCast held at Balanced.
Electronics' Retail Prices continue to trend down with signs of a bottom.