Semiconductor sales jumped to almost 20% over last year, making it a 12-week run of double-digit gains. W/Q growth turned positive. The IC weather was hotter, with a 2°F rise for the week. Focusing on Logic, Y/Y growth MA's bumped up from a mid-May dip. It's been in double-digit territory all year. Last week, Auto continued to surge with 40+% Y/Y growth. DRAM and Analog & Power were in the 20% range, while NAND and Logic were well above 10%.
IC Wafer Fab Production levels have turned up after their seasonal spring vacation. They continue to run well above 2020 levels.
VLSI's IC Supply/Demand indices Tight conditions held with Foundry and Analog & Power rising a notch. IDM and OSAT tightened. NAND slowed, while the shortage in Auto ICs continued to ease. The NowCast continued to weaken with DRAM slipping from Shortage to Tight.
Electronics' Prices popped up on strength in Notebooks, Smartphones, and Tablets.