TechInsights' Semiconductor Analytics Report
Semiconductor sales declined 3% last week and were down 22% from a year ago. However, sales were up 3% over last quarter, showing we are past the bottom. Zooming in on Logic ICs this week, the 13-week MA is down 13%. TechInsights forecasts Logic sales will decline 5% YoY to $265B in 2023. If we were to remove GPUs, Logic would be down 12%. This is underscoring the challenging environment for the other logic segments.
Retail prices of electronics are increasing.
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