TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales fell further — now at 19% below 2021 — in a seasonal drop. The IC weather cooled 0˚F in Cool conditions. Zooming in on Analog & Power this week, the 13-wk MA growth is at 14%. The market is bifurcated, with A&P and Auto in growth, while logic and memory decline. TechInsights forecasts Analog & Power sales will reach $116B in 2023 with a Y/Y growth of 2%, coming off an increase of 19% in 2022.
TechInsights’ IC Supply/Demand continued to loosen. Overall conditions held in tight. More than Moore Foundry weakened. Unchanged were Memory, IDM, More Moore Foundry, OSAT, Auto IC, and Analog & Power.
Electronics’ Retail Prices have peaked before the holidays.