Semiconductor sales pulled back last week but were still almost 20% over the same week in 2020. The IC weather was +1°F hotter for the week. Focusing on last week's DRAM picture, both y/y sales and its MA ran over 40% last week. The market was way over historical trends for a 1st quarter. The last time it was this hot was in the go-go year of 2018. But, DRAMS are just the tip of the iceberg. Auto ICs achieved similar growth last week, followed by Logic, Analog & Power, with NAND in the rear.
VLSI's IC Supply/Demand opened 2Q21 with Shortages across the board. Automotive IC shortages continue to be the most severe, followed by Foundry, OSAT, Analog & Power, NAND, IDM, and DRAM.
IC Wafer Fab Production levels continued to soar well above 2020's, though they're hitting fab capacity constraints as well as a normal April demand softening.
Electronics' Prices are declining with significant weakness in Tablets, Consumer, & Smartphones.