TechInsights' Semiconductor Analytics Report
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.
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