3Q20 Semiconductor sales were up 9% y/y

    Semiconductor Analytics: October 7, 2020
    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics report


    Semiconductor sales were weak last week, as they dipped well below 2019 levels. Still, they were well above Q2. IC Price Pressure continued to be uplifting, as ASPs marked a 12th week of rising y/y growth.

    Focusing on the Auto IC picture this week: the 13Wk MA shows it to be in a sharp V recovery. However, this hides what's been a miserable September. With 3Q20 in, Auto was the worst performer at -8%. NAND was best at +21%, then DRAM +14%, Logic +7%, Analog & Power -3%.

    Semiconductor Supply & Demand closed out 3Q20 at Tight levels for the 3rd quarter in a row. Last week's conditions improved for OSATs, which jumped up two notches to Balanced as WAHE production overtook the drop-off from Huawei's woes. DRAM was also notably tighter.

    Electronics Prices dipped down with weakness in every major category

    3Q20 Semiconductor sales were up 9% y/y
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