Coronavirus plagues Semiconductor Market

    Semiconductor Analytics: February 19, 2020
    G. Dan Hutcheson
    Last Week in the Semiconductor Market:
    Semiconductor sales remained under 2019 levels for the second week with demand plagued by the Coronavirus. Prices were sick as well. Supply-Demand dropped 3 levels. Foundry, OSAT, and IDM were most affected.
    Semiconductor Sales Nowcast: 1Q20/1Q19 Slid to +6%
    Semiconductor Weather1 Report: Sunny, Cooler, and Foggy
    IC Supply-Demand2 Metrics: Dropped to Loose
    Electronics Pricing Trend: Declining
    Overall Semi Sales Status Trend:
    Peaked: Mar 18 Cold with Dark Clouds: Sep 18 Freezing: Nov 18 Frozen: Jan 19 Freezing: Mar 19 Cold: May 19 Cool: July 19 Temperate: Oct 19 Sunny: Nov 19 Warm: Dec 19 Sunny: Feb 20
    1: Measures Order Activity 2: Measures Pricing Power
    W/W: Week-over-Week sequential growth W/Q: Week-over-Quarter W/Y: Week-over-Year