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    Semiconductor Sales Jumped Higher

    Semiconductor Analytics: November 10, 2021

    Andrea Lati Andrea Lati

    VLSI's Semiconductor Analytics report

    Semiconductor sales jumped 5% W/W while Y/Y growth rebounded to 17%. The IC weather warmed nearly 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 rather 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. 13-Week MA for DRAM and NAND remain at peak levels while those for Logic, A&P, and Auto are rolling over.

    VLSI's IC Supply/Demand indices held at Tight last week with Analog & Power jumping from Tight to Shortage. The other segments remained unchanged from the previous week.

    Electronics' Retail Prices remain on an uptrend buoyed by Notebooks and Consumer Electronics.

    Semiconductor sales jumped higher
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    Copper replacement. IFS. Shortages holVisibility is clear well into 2022