Semiconductor Sales Sunk Like a Russian Submarine

    Semiconductor Analytics: July 14, 2021
    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales sunk wk/wk like a Russian submarine, almost clipping 2020 levels. It mostly indicates the start of a new quarter. The IC weather slid 2°F for the week. Focusing on Analog & Power ICs, Y/Y growth MA's hit rocket levels of 43% last week, bested only by Auto. DRAM, Logic, and NAND followed in that order, all with double-digit gains. Analog & Power ICs are expected to finish out 2021 with 30% growth. VLSI now projects semiconductors to grow 26% Y/Y in 2021 versus 10% in 2020.

    IC Wafer Fab Production continued to grow slowly due to capacity constraints. Wafer ASPs dropped due to mix shifts to lower priced chips as the quarter started.

    VLSI's IC Supply/Demand indices Tight conditions held for the 10th week. This week, DRAM stepped down a notch, while OSAT jumped one. IDM, Foundry, and Analog & Power tightened. NAND held, while Auto ICs dipped again but well in Shortage territory. The 3Q21 Supply/Demand NowCast kicked off at Tight levels.

    Electronics' Retail Price turned up on strength across the board.

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