TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales growth clipped 2021 levels last week with 2% W/Q growth. The IC weather cooled 4˚F. Zooming in on Auto IC growth this week, the 13-wk MA continues to hold in the mid-20% range. It’s the fastest growth market, forecast to finish 2022 at around +23% Y/Y reaching $35B.
TechInsights’ IC Supply/Demand indices loosened for the week, as IDM, Foundry, and Analog & Power slipped out of Tight conditions. More Moore Foundry dipped to Loose, while DRAM held at Saturated levels. NAND, More than Moore Foundry, and OSAT remained Tight. Auto ICs are still in a Shortage.
Chip demand – cooled by inflation and monetary tightening – and capacity expansion are working to ease the shortage.
Electronics’ Retail Prices are rolling over.
Free Newsletter
Get the latest analysis of new developments in semiconductor market and research analysis.
Subscribers can view the full article in the TechInsights Platform.
You must be a subscriber to access the Manufacturing Analysis reports & services.
If you are not a subscriber, you should be! Enter your email below to contact us about access.