Semiconductor Sales Pass 40%
G. Dan Hutcheson
Semiconductor sales rose above a 13-week MA annual rate of 40% while matching the 34% peak of Dec 2017. The IC weather was mixed, cooling 1°F last week.
Zooming in on Logic this week, 13-wk MA growth has risen into the 30% Y/Y range. Growth is forecast to slow and finish 2022 around +15% Y/Y while reaching $293B.
TechInsights' IC Supply/Demand indices tightened up last week, with NAND, OSAT, and Analog & Power rising from Tight to Shortage conditions. More Moore Foundry jumped 2 levels from Saturated to Balanced. Unchanged were DRAM, More than Moore Foundry, IDM, and Auto IC. Overall conditions remain Tight, where they have been since 24 Sep 21.
Electronics' Retail Prices continue to soar.