TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales pulled up 3% last week, narrowing the gap with 2021 levels to -18%. However, the IC weather moved in the opposite direction, cooling 3˚F to Cold conditions. Zooming in on Analog & Power this week, 13-wk MAs growth has been steadily cooling, since peaking at 31% the week of March 4, to 15% last week. TechInsights forecasts Analog & Power sales will reach $111B in 2022, with Y/Y growth of 17% which cools to 0% in 2023.
TechInsights’ IC Supply/Demand metrics improved again last week, rising from Loose to Balanced conditions overall and for NAND as well. More than Moore Foundry and OSAT left Glut status, rising to Saturated.
Electronics’ Retail Price Down Trend has bottomed.
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