TechInsights' Semiconductor Analytics Report

G. Dan Hutcheson
G. Dan Hutcheson

Semiconductor sales growth pulled up 5% W/W and was back above 2021 levels, as the seasonal post-graduation dip ended. The IC weather chilled 7˚F last week. Zooming in on Logic ICs this week, the 13-wk MA is fighting a return to normal levels with growth in the mid-teens. TechInsights forecasts Logic will reach $296B in 2022, with Y/Y growth of 16%.

TechInsights’ IC Supply/Demand indices dipped last week from Balanced to Saturated, as conditions continued to shift to a buyer’s market. More Moore Foundry went to Glut. More than Moore Foundry, NAND, OSAT, and Analog & Power dropped to Saturated. DRAM, IDM, and Auto IC were unchanged. Chip demand is being cooled by inflation and monetary tightening. Capacity expansion and Just-in-Case are driving inventory up.

Electronics’ Retail Prices are declining.

Logic IC Sales Growth Trend

Free Newsletter

Get the latest analysis of new developments in semiconductor market and research analysis.


Subscribers can view more articles 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.

The authoritative information platform to the semiconductor industry.

Discover why TechInsights stands as the semiconductor industry's most trusted source for actionable, in-depth intelligence.