Inflation Is the New Pandemic

Inflation Is the New Pandemic

G. Dan Hutcheson
G. Dan Hutcheson
The Chip Insider®
Strategy and Tactics: Inflation is the new pandemic

Semiconductor sales slid 1% W/W in the 4th week of March. Sales remain well above 2021. The IC weather warmed up 1°F last week. Zooming in on semiconductor growth this week, 13-wk MA growth has been reverting to the mean for all segments after a tumultuous 2 years. DRAM is fastest, followed by NAND, A&P, Logic, and Auto. Chip sales will approach $0.7T in 2022, up 14%.

TechInsights' IC Supply/Demand indices were mixed last week. DRAM eased to Balanced, Moore Foundry rose to Shortage and More than Moore Foundry went to Tight. The 1Q22 NowCast remained Tight with More than Moore Foundry tightening to Loose. There were signs that COVID lockdowns in China are starting to disrupt parts of the supply chain.

Electronics' Retail Price MAs rolling over on weakness in PCs, Smartphones, and Consumer.

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