TechInsights' Semiconductor Analytics Report
Shereen Vaux
G. Dan Hutcheson
Semiconductor sales grew 5% from last week. The IC weather warmed 3˚F to Temperate conditions. Zooming in on Logic this week, the 13-wk MA is down nearly 8%. TechInsights forecasts Logic sales will reach $273B in 2023 with a Y/Y decline of 2%, coming off a 10% increase in 2022.
TechInsights’ IC Supply/Demand held in Tight conditions. Foundry moved to Tight conditions as More Moore Foundry and More than Moore Foundry both moved to Tight conditions. DRAM, NAND, IDM, OSAT, Analog & Power, and Auto IC all remain unchanged.
Electronics’ Retail Prices are in a bullish rise.
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