TechInsights' Semiconductor Analytics Report
Semiconductor sales increased 1% last week however, they were down 20% from this time in 2022. The IC weather cooled 1˚F in Temperate conditions. Zooming in on DRAM this week, the 13-wk MA is down 48%. TechInsights forecasts DRAM sales will reach $63B in 2023 with a Y/Y decrease of 25%, we expect DRAM to return to growth in the fourth quarter.
TechInsights’ IC Supply/Demand held in Tight conditions. IDM moved back to Balanced conditions and Analog & Power tightened back up to Tight conditions. The remaining segments remain unchanged.
Electronics’ Retail Prices are trending down.
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