TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales increased 5% last week in a holiday run. The IC weather cooled 1˚F in Cool conditions. Zooming in on DRAMs this week, the 13-wk MA decline is just over -30%. TechInsights forecasts DRAM sales will reach $77B in 2023 with a Y/Y decline of 11%, coming off a 9% drop in 2022.
TechInsights’ IC Supply/Demand continued to improve for the 8th week. Overall conditions are in Shortage. More Moore Foundry went from Tight to Shortage, joining More than Moore Foundry. NAND moved from Balanced to Tight. DRAM, IDM, OSAT, Auto, and Analog & Power remain unchanged.
Electronics’ Retail Prices have peaked before the holidays.