TechInsights' Semiconductor Analytics Report
Semiconductor sales grew 21% W/W as the industry headed to the Lunar New Year. The IC weather cooled 1˚F in Cool conditions. Zooming in on NAND this week, the 13-wk MA is down 40%. TechInsights forecasts NAND sales will reach $44B in 2023 with a Y/Y decline of 18%.
TechInsights’ IC Supply/Demand held in Tight conditions. Foundry moved to Tight conditions with More Moore Foundry continuing to tighten, it went to Tight conditions from Glut conditions four weeks ago. More Than Moore moved to Tight conditions as well. DRAM, NAND, IDM, OSAT, Analog & Power, and Auto IC remain unchanged.
Electronics’ Retail Prices are in a bullish rise.
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