TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales slipped 1% last week, narrowing the gap with 2021 levels to -2%. The IC weather improved by 2˚F jumping back from Cold to Chilly conditions. Zooming in on DRAM this week, 13-wk MAs growth has been on a free fall, since peaking at 51% the week of March 4, to -19% last week.
TechInsights forecasts DRAM sales will reach $94B in 2022, with Y/Y decline of 2% which drops further to -7% in 2023.
TechInsights’ IC Supply/Demand metrics remained in Balanced state last week. NAND slipped back to Loose conditions while Foundry moved from Glut to Saturated. Analog & Power status improved from Balanced to Tight.
Electronics’ Retail Price Down Trend has bottomed.
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