Analog & Power Rising Like 2021
G. Dan Hutcheson
Semiconductor sales were flat W/W in the second week of March. Though still high Y/Y, it was abnormally weak. The IC weather cooled another 1°F last week. Zooming in on Analog & Power this week, 13-wk MA growth has risen like it did in 2021 and is now around 30% Y/Y. Growth is forecasted to finish 2022 around +16% Y/Y, reaching $110B.
TechInsights' IC Supply/Demand indices were mostly unchanged last week, with More than Moore Foundry the only segment to tighten. Slight improvements also shifted the 1Q22 NowCast for Foundry up a level to Loose. Overall conditions remain Tight, where they have been since 24 Sep 21. So far, there are no indications of a Macro recoupling in the data. Given the history, we do believe it will appear on the horizon.
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