TechInsights' Semiconductor Analytics Report

G. Dan Hutcheson
G. Dan Hutcheson

Semiconductor sales jumped 10% last week, in an EOY run. The IC weather warmed 1˚F in Cool conditions, up 3˚F since bottoming September 30. Zooming in on Analog & Power this week, 13-wk MA growth is refusing to normalize, since peaking at +86% the week of July 9, 2021. They were at +20% last week. TechInsights forecasts A&P sales will reach $111B in 2023. TechInsights’ IC Supply/Demand metrics continued to improve for the 6th week in a row. Foundry improved to Tight, as More Moore went to Balanced and More than Moore to Tight. OSAT improved to Balanced. But NAND slipped back down to Balanced. Auto ICs remained in Shortage, Analog and Power in Tight, and IDM in Balanced. Overall held in Tight. Electronics’ Retail Prices have peaked before the holidays.

Analog & Power Semi Sales

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