TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Zooming in on the semiconductor forecast this week, late reports of Q2 & June data showed a far more rapid deterioration in the memory markets than previous data indicated. TechInsights lowered its 2022 semiconductor forecast to +8% and 2023 to -2%. Last week, sales dipped -8% below 1Q22 levels, though it was 6% above 2021 levels. The IC weather warmed 0˚F. TechInsights’ IC Supply/Demand indices improved last week, jumping from Saturated to balanced overall, as conditions were mostly unchanged in a buyer’s market. More Moore Foundry rose out of Saturated to Loose levels. More than Moore and Analog & Power jumped from Saturated to Balanced as OSAT reached the same level from Loose. Memory ICs remain in a Glut, while Auto remains in a Shortage.
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