Semiconductor recovery is underway, but the pace of improvement will be lumpy from the impact of the Coronavirus

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    The semiconductor industry began to climb out of the bottom in the second half of 2019, building up a nice momentum to start the new year amid improving market fundamentals. However, the momentum came under pressure in February due to the Coronavirus, which is having an adverse impact on the global economy and the supply chain. Several electronics companies have warned their sales in Q1 will come in lower than projected due to supply chain disruptions and sluggish demand in China. While the disruption from the outbreak will likely have a meaningful short-term impact on the global economy, electronics, and semiconductors, we expect the situation to improve in 2H20 driven by pent-up demand, inventory restocking, and accommodative monetary policy.

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