DRAM Sales on Track to Hit $111B in '22
Shereen Vaux
Semiconductor Analytics
Semiconductor sales rose 5% W/W in the last week of March. Sales remain well above 2021. The IC weather cooled 4°F last week.
TechInsights' IC Supply/Demand indices remained in Shortage conditions. More Moore Foundry eased to Tight and More than Moore Foundry to Balanced. 1Q22 ended the quarter in Tight conditions with OSAT tightening to Shortage.
Zooming in on DRAM growth this week, 13-wk MA growth has been slowing, from record levels, the last 4 weeks though remains well above 2020 levels. Growth is forecast to continue slowing and finish 2022 around +16% Y/Y, reaching $111B.
Electronics' Retail Price MAs are flat.
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