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    Semiconductor Sales Slow as IC Weather Cools

    Semiconductor Analytics: August 11, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor weekly sales slowed to ~5% W/Q growth in a seasonal dip. The IC weather cooled 2°F for the week. Focusing on Logic ICs, last week's sales reached toward 30% above 2020's. Growth appears to have reached a ceiling, in contrast with 2020's slump at this time of year. The current forecast is for it to finish out 2021 with 22% growth. W/Y growth slowed for DRAM and was negative for NAND, while Auto and Analog & Power jumped.

    VLSI's IC Supply/Demand indices dropped to Balanced, breaking a 13-week run in Tight conditions. DRAM took it down, sinking 2 levels to Glut and Foundry dipped to Loose. Auto ICs dropped out of Shortages. NAND and IDM held, while OSAT and Analog & Power tightened. The 3Q21 Supply/Demand NowCast dipped to Balanced.

    IC Wafer Fab Production rose slightly last week, while 300mm eq wafer prices pulled back.

    Electronics' Retail Prices continued to trend down.

    Semiconductor sales slow as IC weather cools
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