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    Semiconductors Set New Sales Record

    Semiconductor Analytics: September 15, 2021

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales blew past Dec 2020's record week and was just short of $11B. The IC weather cooled 1°F for the week, with More-than-Moore foundry cooling back to Hot. Last week, Logic had the highest W/W growth, followed by Auto and Analog & Power. DRAM & NAND were down. Focusing on NAND, MAs have caught back up to 2020 levels. VLSI's current forecast is for it to finish the year at 20% growth.

    IC Wafer Fab Production was up 27% Y/Y last week, as wafer prices surged +20%.

    VLSI's IC Supply/Demand indices were Balanced last week with Foundry rising another notch to Balanced, driven by improvements for both More Moore and MtM. DRAM, NAND, OSAT, and Auto tightened while conditions continued to loosen for IDM and Analog & Power. The 3Q21 Supply/Demand NowCast held at Balanced.

    Electronics' Retail Prices continued to trend down.

    Semiconductors set new sales record
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