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    Semiconductor Sales Pulled Back Slightly

    Semiconductor Analytics: September 22, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales pulled back slightly as the IC weather cooled another 1°F for the week. Most markets cooled, while Auto ICs and Analog & Power warmed. Analog & Power also had the highest W/W growth, followed by Logic. DRAM, NAND, & Auto ICs were down. Focusing on Logic, MAs continue to run at levels >30% higher than 2020. VLSI's current forecast is for it to finish the year at 22% growth.

    IC Wafer Fab Production growth was over 30% Y/Y last week, as wafer price inflation continued to be strong.

    VLSI's IC Supply/Demand indices were Balanced last week with Auto ICs, OSAT, and DRAM rising a notch. More-than-Moore Foundry dropped one. IDM was weaker, while NAND and Analog & Power were unchanged.

    The 3Q21 Supply/Demand NowCast held at Balanced. More Moore improved, raising Foundry a notch for the quarter.

    Electronics' Retail Prices continue to trend down.

    Semiconductor sales pulled back slightly
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