TechInsights' Semiconductor Analytics Report
Semiconductor sales grew 1% W/Q last week, as sales pulled up from 2021 levels. The IC weather warmed a slight 1˚F last week.
Zooming in on DRAM growth this week, 13-wk MA remains below 2021 levels yet above the peak in 2020. Growth is forecast to finish 2022 around +16% Y/Y, reaching $111B.
TechInsights’ IC Supply/Demand indices returned to Tight, as conditions improved for DRAM, Foundry, and OSAT. DRAM moved to Saturated from Glut, while More Moore Foundry, More than Moore Foundry, and OSAT moved to Tight from Balanced. NAND and Analog & Power remain unchanged.
Inflation, China, & war in Europe is affecting Electronics’ Retail Prices.