TechInsights' Semiconductor Analytics Report
G. Dan Hutcheson
Semiconductor sales growth turned up sequentially and was 17% above 2021 levels last week. The IC weather cooled 0˚F. Zooming in on DRAMs this week, the 13-wk MA continues to head towards zero Y/Y growth range after peaking in early March. TechInsights forecasts DRAM will reach $103B in 2022, with Y/Y growth of 8% that dips to 3% in 2023.
TechInsights’ IC Supply/Demand indices held last week at Saturated, as conditions were mostly unchanged in a buyer’s market. More than Moore Foundry rose out of a Glut into Saturated levels. Chip demand is being cooled by inflation and monetary tightening. Capacity expansion and Just-in-Case are driving up supply and inventory.
Electronics’ Retail Prices are declining.
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