TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales growth dipped to single digit W/Y rates last week, with sales above 2021 levels. The IC weather was mixed with a 0˚F rise last week. Zooming in on Analog & Power growth this week, the 13-wk MA continues to decelerate to the low 20% range. Growth is forecast to finish 2022 around +17% Y/Y, reaching $111B.
TechInsights’ IC Supply/Demand indices were mixed for the week, the DRAM Glut eased to Saturated, but More Moore Foundry eased from Tight to Balanced. NAND, IDM, More than Moore Foundry, OSAT, and Analog & Power remained Tight. Auto ICs are still in a Shortage.
Chip demand is cooling as inflation, monetary tightening, COVID lockdowns in China, and Russia’s war in Ukraine weaken demand, which works to ease the shortage.
Inflation in Electronics’ Retail Prices is abating.