TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales pulled up last week to levels 14% above 2021. However, the IC weather chilled 2˚F to Cool. Zooming in on Analog & Power this week, the 13-wk MA grew 20% Y/Y, cooling off this year’s peak of 32% in early March. TechInsights forecasts it will reach $111B in 2022, with Y/Y growth of 17% that slides to 0% in 2023.
TechInsights’ IC Supply/Demand indices weakened last week. Foundry dropped from Balanced to Saturated, as More Moore dipped from loose to Saturated. More than Moore held at Balanced, however OSAT fell to Loose. Memory stayed in Glut conditions, IDM in Loose, Analog and Power in Balanced, while Auto ICs remain in Shortage though it has steadily loosened since April.
Electronics’ Retail Price decline is showing early signs of bottoming.
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