Semiconductor sales sick from COVID-19

    Semiconductor Analytics: March 11, 2020
    G. Dan Hutcheson
    Last Week in the Semiconductor Market:
    Semiconductor sales dove deep under 2019 levels last week as the rise in prices failed to break the fall of units, which caught pneumonia from COVID-19. COVID-19 finally infected the Semiconductor Nowcast, hitting DRAM, NAND, and Auto ICs hard.
    Semiconductor Sales Nowcast: 1Q20/1Q19 Caught an infection, declining to +4%
    Semiconductor Weather1 Report: COVID-19 Flu Chills
    IC Supply-Demand2 Metrics: Returned to Balanced
    Electronics Pricing Trend: Bottoming
    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 Flu Chills: Feb 28
    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