Semiconductor weekly sales jumped in the last week of Aug, passing the $10B bar. The IC weather warmed 1°F for the week. More than Moore Foundry was Hot, as average 300mm eq wafer prices surged +13% W/Y.
Focusing on IC growth for 3Q21, with 8 weeks into the quarter, MAs have cooled but are extremely high from a historical perspective. NAND is the slowest at just over 20% Y/Y. Logic is almost at 30%. Analog & Power is closing in on 40%. DRAM is just over that. Auto ICs are still above 60%. VLSI's current forecast is for Semiconductors to finish the year at 24%. IC Wafer Fab Production was flat last week.
VLSI's IC Supply/Demand indices rose to Balanced with OSAT and Auto at Balanced and Foundry up to Saturated. NAND and Analog & Power improved. IDM held flat, while the 4-week-old DRAM glut continued to worsen. The 3Q21 Supply/Demand NowCast for DRAM dipped to Glut and Foundry to Loose.
Electronics' Retail Prices continued to trend down, driven primarily by mobile, notebooks, & consumer.