Work-from-Home economic restructuring offsetting COVID

    Semiconductor Analytics: March 25, 2020
    G. Dan Hutcheson
    Last Week in the Semiconductor Market:
    Semiconductor sales rose less aggressively in the 3rd week of March, as the IC weather cooled to 59° F. Strong demand continued to drive electronics pricing up as well due to the Work-from-Home (WfH) economic restructuring.
    Semiconductor Sales Nowcast: 1Q20/1Q19 Held at +5%
    Semiconductor Weather1 Report: 59° F Cools to Cold
    IC Supply-Demand2 Metrics: Held at Saturated
    Electronics Pricing Trend: Turning up Driven by Work-from-Home economic restructuring
    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