TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales retreated back to levels set 2 weeks ago as the gap with 2021 levels increased. The IC weather cooled 1˚F in Chilly conditions. Zooming in on Logic this week, 13-wk MAs growth has been steadily cooling, since peaking at 32% the week of March 4, to 8% last week. TechInsights forecasts Logic sales will reach $279B in 2022, with Y/Y growth of 9% that slides to -4% in 2023.
TechInsights’ IC Supply/Demand metrics improved last week, rising from Saturated to Loose conditions overall and for NAND as well as the 3Q22 NowCast for Analog and Power. DRAM pulled out of its Glut as well. More Moore Foundry, More than Moore Foundry, and OSAT stayed in Glut conditions. Auto ICs remain in a Shortage. Analog and Power marked 8 weeks at Balanced.
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