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    Semiconductor Sales Almost a Record

    Semiconductor Analytics: September 8, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales almost beat Dec 2020's record week of $10.4B. The IC weather warmed 2°F for the week, with More-than-Moore foundry rising to Humid. Focusing on DRAM, MAs have picked up again after cooling in Jul and Aug. VLSI's current forecast is for DRAM growth to finish the year at 39%. Last week, DRAM & NAND had the highest growth, followed by Auto ICs, Analog & Power, and Logic. All were at double-digit levels and have remained so for 3 weeks running.

    IC Wafer Fab Production was up 21% Y/Y last week, as wafer prices surged +16%.

    VLSI's IC Supply/Demand indices held at Balanced with Foundry rising to Loose, driven by improvements for both More Moore and MtM. OSAT and Auto tightened. DRAM and NAND held flat, while conditions loosened for IDM and Analog & Power. The 3Q21 Supply/Demand NowCast for DRAM dipped to Glut and Foundry to Loose.

    Electronics' Retail Prices continued to trend down but tablets & consumer picked up.

    Semiconductor sales almost a record
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