TechInsights' Semiconductor Analytics report

TechInsights' Semiconductor Analytics Report

G. Dan Hutcheson

The IC weather warmed 1˚F, pulling out of Chilly conditions to Cool. TechInsights’ IC Supply/Demand metrics remained Balanced for the 4th week in a row, with more signs of improvement. More than Moore Foundry gained a notch from Saturated to Loose as More Moore moved from Glut to Saturated.

Semiconductor sales recovered 5% last week, bouncing off 2020 levels. Zooming in on NAND this week, 13-wk MAs growth has been on a free fall, since peaking at +33% the week of November 19 to -36% last week. TechInsights forecasts NAND sales will reach $47B in 2023 with a Y/Y decline of -12%, coming off -11% growth in 2022.

Electronics’ Retail Prices are rising into the holidays.

NAND IC Sales Growth Trend

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TechInsights' Semiconductor Analytics report