COVID-19 Concerns shift from Supply to Demand-side

    The Chip Insider®
    April 3, 2020 — Strategy and Tactics: COVID-19 Concerns shift from Supply-side to Demand-side. Forecasting in uncertain times. WildPhotons: Probably the most important thing is Freedom is the right to be wrong not do wrong ...
    G. Dan Hutcheson
    Summaries:
    VLSI's Coronavirus Semiconductor Market Watch: Semiconductor sales slowed significantly last week, as logistics issues from COVID-19 slowed OEM shipment levels. Even though IC sales were down 11% Y/Y last week, the 8-week cumulative impact of COVID-19 on the semiconductor market since the WHO declared the emergency continued to attenuate... So far, the impact of COVID-19 has mostly been to lower units and raise IC prices. The cumulative distortion for unit shipments since week-0 is more than 20% below seasonal levels and prices are up well over 20%. Manufacturing Status: Most fabs … Concerns have shifted from supply-side issues like logistics to demand-side... the rest of the year is dependent on macroeconomic issues. The perennial 'L' versus 'V' shaped cycle arguments have returned with the V-shapers winning last week and the L-shapers dominating this week after U.S. unemployment jumped to a total 10M claims over the last two weeks...

    Comments, Questions & Answers: Moore's Law Slowing? A refresh to the transistor production graph and how we count transistors? Risk vs Uncertainty: Defining the difference and how to forecast in the presence of each...

    Maxims Reloaded: Risk vs Uncertainty: Know which is the basis behind any decision that needs to be made. Misreading situations of risk versus uncertainty in decision making can result in bad decisions because the best method under one can be the worst under another. It’s how the world's financial system almost collapsed between 2007 and 2008 ...

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    weVISION Videos: NEW: COVID-19 & the Semi Value Chain with Risto Puhakka. Coronavirus impact on the semi value chain with Andrea Lati. Metrology and Inspection's increasing importance with Peter Jenkins of Infinitesima. The 2010 Decade: The Big Picture with Andrea Lati of VLSIresearch. weVISION Videos are available as downloadable podcasts on VLSI's Smartphone app.
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