Semiconductor Sales Rose with No Apparent Seasonal Holiday Slowing
Semiconductor Analytics: December 1, 2021
G. Dan Hutcheson
VLSI's Semiconductor Analytics Report
Semiconductor sales rose 4% W/W while Y/Y growth picked up to 10% with no apparent seasonal holiday slowing. The IC weather warmed 1°F last week. Focusing on Logic this week, MAs of Y/Y growth have been slowing since peaking in late Sep. They are still above 20%, with sales well above 2020 since the start of the year. Last week, DRAM Y/Y MA growth dipped below 45%. Auto IC was stable, while NAND and Analog & Power slid.
Semiconductor Sales growth continues to decelerate due to tougher comps to 2020 lows rather than a real decline. COVID plus the 2019 slowdown, means there was plenty of catchup needed. Still it's been a hot year for sales, which have been up and to the right since March of 2021.
VLSI's IC Supply/Demand indices were mixed, with DRAM breaking out of Loose conditions and into Balanced. Meanwhile More-than-Moore Foundry supply conditions eased to Tight. There was slight tightening for NAND and IDM, while More Moore Foundry held. OSAT, Auto, and Analog & Power loosened slightly.
Electronics' Retail Prices are rising into the holidays.