Semiconductor sales almost hit their first $10B week ever

    Semiconductor Analytics: December 2, 2020

    G. Dan Hutcheson G. Dan Hutcheson

    VLS's Semiconductor Analytics report

    with a >10% Y/Y gain. The 4Q20 Nowcast rose to +15%, as the IC weather jumped 5°, to a hot 92° F. The week's Semiconductor Supply/Demand status held steady. However, the weight shifted enough in NAND to push its 4Q Nowcast out of Tight and into Balanced. Foundry's slight weakness marked a 6th week of steady declines. Analog & Power made gains. DRAM, IDM, and OSAT were unchanged.

    IC Highlights: Focusing on the DRAM picture this week,13-week MAs show a recent slowing as growth has cooled since this summer's peak. Logic's Y/Y growth was much higher last week. Analog & Power was slightly better as well. Auto had the sharpest decline, with DRAM and NAND slowing significantly.

    Electronics Prices are flattening with weakness in Consumer Electronics, Tablets, and Notebooks.
    Semiconductor sales almost hit their first $10B week ever
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