Semiconductor sales turned up in a normal seasonal run to end the quarter, while the IC weather cooled 1°F last week. Sales for all segments have been on fire since March. But CAGRs are nose-bleed high. Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
Peak growth rates due to the COVID recovery tsunami are starting to abate and should hunt native rates of 6-9%/yr. Our models show 2022 should be slightly higher than this. In 2021, DRAM results consistently beat our neural nets, while NAND underperformed. They continued at high rates last week, while Logic, Auto, and Analog & Power slowed.
VLSI's IC Supply/Demand indices held at Tight last week with More-than-Moore Foundry tightening up a notch. There were slight improvements in DRAM, Foundry, OSAT, Auto, and Analog & Power.
Electronics' Retail Prices are starting to rise again.