TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales slipped 3% W/Q last week, as sales pulled up from 2021 levels. The IC weather warmed a slight 0˚F last week. The May 2022 semiconductor forecast update includes a slight 0.3% increase. It should finish 2022 around +15% Y/Y to reach $0.7T with the predicted cooling in chip supply-demand from capacity expansion, macro issues such as monetary tightening, inflation, China, and Ukraine.
TechInsights’ IC Supply/Demand indices downshifted to Balanced, as conditions continued to deteriorate for DRAM. NAND held tight. OSAT, Auto ICs, and Analog & Power were also unchanged. Both More Moore and More than Moore improved from Loose to Balanced.
Inflation, China, & war in Europe is affecting Electronics’ Retail Prices.