Semiconductor Sales Growth Passed 25%

    Semiconductor Analytics

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales growth 13 wk MA passed 25% last week. It's a 14-week run of double-digit gains. The IC weather was mixed, with a 0°F slide for the week. Focusing on Auto ICs, Y/Y growth MA's were approaching 60% last week and have steadily headed upwards all year. However, W/W growth has been tailing off, with DRAM still in 2nd, followed by A&P, NAND, and Logic - all at double-digit rates. Auto ICs are forecasted to grow 29% Y/Y in 2021 versus total ICs at 21%.

    IC Wafer Fab Production continued to show the effect of capacity constraints, holding close to 10% above 2020 levels.

    VLSI's IC Supply/Demand indices Tight conditions held for the 6th week. DRAM jumped from Balanced to Tight. IDM and OSAT were slightly tighter. Analog and Power held. NAND, Foundry, and Auto eased. The 2Q21 NowCast for NAND and OSAT dipped to Tight.

    Electronics' Price Trend in a declining path.

    Semiconductor sales growth passed 25%
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