TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales increased 2% last week in a holiday run. The IC weather cooled 0˚F in Cool conditions. Zooming in on NAND this week, the 13-wk MA decline is just under -40%, while the rate is bottoming. TechInsights forecast its sales will reach $47B in 2023 with a Y/Y decline of 12%, coming off an 11% drop in 2022.
TechInsights’ IC Supply/Demand broke its 8-week run of tightening. Overall conditions eased back to tight, as NAND and OSAT weakened to Balanced. Auto, More Moore, and More than Moore Foundry held in shortage. DRAM, IDM, Analog & Power remain unchanged.
Electronics’ Retail Prices have peaked before the holidays.
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