TechInsights' Semiconductor Analytics Report

Shereen Vaux
Shereen Vaux
Semiconductor Analytics

Semiconductor sales slipped sequentially but were 8% above 2021 levels last week. The IC weather warmed 1˚F.

Zooming in on NAND this week, the 13-wk MA grew 6% Y/Y, it peaked for the year at 35% growth in early March. TechInsights forecasts NAND will reach $65B in 2022, with Y/Y growth of 7% that falls to -3% in 2023.

TechInsights’ IC Supply/Demand indices held last week at Saturated, as conditions were mostly unchanged in a buyer’s market. More Moore Foundry rose out of a Glut into Saturated levels. Chip demand is being cooled by inflation and monetary tightening. Capacity expansion and Just-in-Case are driving up supply and inventory.

Electronics’ Retail Prices are declining as demand wanes.

NAND IC Sales Growth Trend

Free Newsletter

Get the latest analysis of new developments in semiconductor market and research analysis.

Subscribers can view the full article in the TechInsights Platform.


You must be a subscriber to access the Manufacturing Analysis reports & services.

If you are not a subscriber, you should be! Enter your email below to contact us about access.

Sign up for latest analysis, news and insights from TechInsights!

Stay informed about TechInsights’ products, services, and events. Email collection adheres to TechInsights’ Privacy Policy.

Revealing the innovations others cannot inside advanced technology products

General Inquiries


1891 Robertson Rd #500, Nepean, ON K2H 5B7