TechInsights’ Semiconductor Analytics Report
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TechInsights’ Semiconductor Analytics Report G. Dan Hutcheson Semiconductor sales growth pulled up 5% W/W and was back above 2021 levels, as the seasonal post-graduation dip ended. The IC weather chilled 7˚F last week. Zooming in on Logic ICs this week, the 13-wk MA is fighting a return to normal levels with growth in the mid-teens. […]
TechInsights’ Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales growth pulled up 5% W/W and was back above 2021 levels, as the seasonal post-graduation dip ended. The IC weather chilled 7˚F last week. Zooming in on Logic ICs this week, the 13-wk MA is fighting a return to normal levels with growth in the mid-teens. TechInsights forecasts Logic will reach $296B in 2022, with Y/Y growth of 16%.
TechInsights’ IC Supply/Demand indices dipped last week from Balanced to Saturated, as conditions continued to shift to a buyer’s market. More Moore Foundry went to Glut. More than Moore Foundry, NAND, OSAT, and Analog & Power dropped to Saturated. DRAM, IDM, and Auto IC were unchanged. Chip demand is being cooled by inflation and monetary tightening. Capacity expansion and Just-in-Case are driving inventory up.
Electronics’ Retail Prices are declining.
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