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.