TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales growth pulled up 6% W/W and was within 2% of 2021 levels, as the seasonal post-graduation dip showed signs of ending. The IC weather warmed 0˚F last week.
Zooming in on memory growth this week, the 13-wk MA is slowing to more normal levels for both DRAM and NAND. TechInsights forecasts were unchanged in June’s update with DRAM at $110B and NAND at $69B for 2022, with Y/Y growth at 15% and 13%.
TechInsights’ IC Supply/Demand indices held for the week at Balanced, as conditions shifted to a buyer’s market. Foundry went to Saturated. More than Moore, NAND, OSAT, and Analog & Power fell to Loose. DRAM, IDM, and Auto IC were unchanged. Electronics’ Retail Prices are declining.
Get the latest analysis of new developments in semiconductor market and research analysis.
Subscribers can view the full article in the TechInsights Platform.
You must be a subscriber to access the Manufacturing Analysis reports & services.
If you are not a subscriber, you should be! Enter your email below to contact us about access.
More To Explore
Sign up for latest analysis, news and insights from TechInsights!
Revealing the innovations others cannot inside advanced technology products
1891 Robertson Rd #500, Nepean, ON K2H 5B7
Copyright © 2023 TechInsights Inc. All rights reserved.