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    Supply/demand Tightening Further

    Semiconductor Analytics: November 17, 2021

    G. Dan Hutcheson

    VLSI's Semiconductor Analytics report

    Semiconductor sales jumped another 5% W/W while Y/Y growth cooled to 16%. The IC weather warmed another 2°F last week. Focusing on DRAM this week, MAs of Y/Y growth have been moving sideways at around 50% since late Aug. And that is what a 2H cooling-off feels like in 2021 compared to 2020's decline. DRAM sales will almost touch the $100B bar this year. Last week, Auto IC Y/Y MA growth cooled to ~40%. NAND and Analog & Power followed with Logic at the back of the pack.

    VLSI's IC Supply/Demand indices held at Tight last week with DRAM rising from Saturated to Loose. The other segments remained unchanged from the previous week. The 4Q21 Supply/Demand NowCast rose to Tight conditions for More-than-Moore. OSAT and Auto shifted back up from Tight to Shortage.

    Electronics' Retail Prices remain on an uptrend buoyed by Notebooks and Consumer Electronics.

    Supply/Demand tightening further
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    SEMI ITPCThe super cycle is still in full swing