Semiconductor sales sunk wk/wk, in a normal end of the back-to-school build cycle. Yet, Y/Y growth was in the mid-double digits. Focusing on Logic ICs, Y/Y growth MA's closed in on 25% last week, with the growth forming an inversion of last year's 2Q trend. Auto hit it out of the park with another triple-digit Y/Y gain last week. DRAM and Analog & Power were close behind, NAND followed. Logic is forecasted to grow 18% Y/Y in 2021 versus 10% in 2020.
The IC weather slid 1°F for the week.
IC Wafer Fab Production continued to show the effect of capacity constraints. The effect of the sales drop was to take wafer ASPs down wk/wk, though Y/Y growth stayed in the mid-double-digits.
VLSI's IC Supply/Demand indices Tight conditions held for the 9th week. This week, DRAM jumped up a notch, while Foundry and OSAT dipped. NAND and IDM held, while Auto ICs and Analog & Power dipped. 2Q21 closed out at Shortage levels.
Electronics' Retail Price Trend renewed a downtrend.