Semiconductor sales recovered as a rise in prices broke the fall of units. Semiconductor Supply-Demand fell to Saturated last week as defensive buying from the Coronavirus paused. Memory hoarding from Korea COVID-19 fears ended.
Semiconductor Sales Nowcast: 1Q20/1Q19 Clawed back up to +5%
Semiconductor Weather1 Report: 63° FCOVID-19 Flu sends it to Chilly
IC Supply-Demand2 Metrics: Fell to Saturated
Electronics Pricing Trend: Bottoming Notebooks and CE turned up, Smartphones down
Overall Semi Sales Status Trend:
Peaked: Mar 18Cold with Dark Clouds: Sep 18Freezing: Nov 18Frozen: Jan 19Freezing: Mar 19Cold: May 19Cool: July 19Temperate: Oct 19Sunny: Nov 19Warm: Dec 19Flu Chills: Feb 28
1: Measures Order Activity 2: Measures Pricing Power