TechInsights’ Semiconductor Analytics Report

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TechInsights’ Semiconductor Analytics Report G. Dan Hutcheson Semiconductor sales growth was seasonally down W/W, but 21% above 2021 levels. The IC weather warmed 0˚F last week. Zooming in on Analog & Power this week, the 13-wk MA is pulling up with growth in the mid-teens. TechInsights forecasts A&P will reach $111B in 2022, with Y/Y […]

TechInsights’ Semiconductor Analytics Report

G. Dan Hutcheson
G. Dan Hutcheson

Semiconductor sales growth was seasonally down W/W, but 21% above 2021 levels. The IC weather warmed 0˚F last week. Zooming in on Analog & Power this week, the 13-wk MA is pulling up with growth in the mid-teens. TechInsights forecasts A&P will reach $111B in 2022, with Y/Y growth of 17%. The Semiconductor forecast was lowered slightly compared to June with chip demand cooling.

TechInsights’ IC Supply/Demand indices held last week at Saturated, as conditions continued to shift to a buyer’s market. DRAM and NAND dropped into a Glut while IDM dropped to Loose. More Moore Foundry, More than Moore Foundry, OSAT, Auto IC, and Analog & Power were unchanged.

Electronics’ Retail Prices are declining.

Analog & Power Semi Sales

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