Semiconductor weekly sales were up last week 5% W/W and well above 2020's. Focusing on IC Wafer Fab Production: it slid last week, while 300mm eq wafer prices were up almost 18% Y/Y.
The IC weather slid 0°F for the week. VLSI's IC Supply/Demand indices' Tight conditions held for the 12th week. This week DRAM, which has loosened up for 3 weeks, dropped to Balanced. NAND, Foundry, and OSAT tightened. IDM held. Auto ICs and Analog & Power dipped.
Last week's DRAM sales were ~30% above 2020's. The current forecast is for them to finish out 2021 with almost 40% growth versus semiconductor sales 24%. Week/Year growth cooled last week. While all were on the positive side, the rate for DRAM, Logic, and Analog & Power slid as NAND fell. While Auto ICs crashed, absolute growth was still well above 46% last week.
Electronics' Retail Prices continued to trend down.