Semiconductor Sales Pull Back
G. Dan Hutcheson
Semiconductor Analytics
Semiconductor sales pulled back 5% W/W in a typical early February dip. The IC weather warmed 1°F last week. Semiconductor Sales growth continued to hover above the 20% Y/Y bar. This is well above last year's levels at this time.
Zooming in on Auto ICs this week, after falling through the second-half of 2021 off an 85% peak, 13-wk MA growth bounced off 15% levels in early January and has risen above 20%. TechInsights' 2022 Forecast for the segment has sales passing $33B and growing at 16%.
TechInsights' IC Supply/Demand indices loosened last week, with Foundry dropping to Saturated. Unchanged were DRAM, NAND, IDM, OSAT, Auto IC, and Analog & Power at Tight. With the Lunar New Year behind, the loosening is likely seasonal and not a sign of weak demand or over capacity. That said, the stark difference between foundry and the other sectors may be a sign of worse things to come.
Electronics' Retail Prices continue to soar.
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