IC Wafer Fab Production was flat last week, as the 300mm eq wafer price premium dipped to +5% Y/Y. Semiconductor weekly sales were flat W/Q and down for the week. The IC weather cooled 2°F for the week. Focusing on Auto ICs, MAs have cooled from the 80+% July levels to just under 70% Y/Y. Sales are also well above 2019, indicating this is more than a "spot" shortage. The current forecast is for it to finish out 2021 at 33% Y/Y. W/Y growth continued to rise for DRAM last week but it rolled over for NAND, Logic, and Analog & Power.
VLSI's IC Supply/Demand indices dropped again, this time to Saturated. Foundry joined DRAM in Glut conditions with More Moore getting hit harder than More than Moore, while OSAT fell to Saturated and Auto to Loose. NAND, IDM, and Analog & Power slid. The 3Q21 Supply/Demand NowCast for DRAM held at Saturated.
Electronics' Retail Prices continued to trend down, driven primarily by mobile & consumer.