TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales bottomed last week, hovering below 2021 levels. The IC weather cooled 2˚F in Chilly conditions. Zooming in on the forecast this week, 13-wk growth MAs have been divergent with memory expected to pull semiconductor sales down in 4Q22. TechInsights forecasts semiconductor sales will reach $637B in 2022, with Y/Y growth of 8% that slides to -2% in 2023.
TechInsights’ IC Supply/Demand metrics stayed weak last week. DRAM, More Moore Foundry, More than Moore Foundry, and OSAT are all in Glut conditions. NAND and IDM are at Saturated levels. Analog and Power is Balanced while Auto ICs remain in a Shortage.
Decline in Electronics’ Retail Price Trend is bottoming.