TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales grew as the industry headed to the Lunar Year. The IC weather warmed 3˚F in Cool conditions. Zooming in on the 1st forecast update of the year, 2023 semiconductor sales are expected to slip 4%, dipping to $595B – less than 1% difference from December’s projections.
TechInsights’ IC Supply/Demand rose to Tight conditions. More Moore Foundry went to Balanced from Saturated from Glut, as Foundry went from Saturated to Balanced. OSAT joined Auto IC in Shortage.
Electronics’ Retail Prices are in a bullish rise.
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