Coronavirus Watch-Week 12. A Personal Note.
The Chip Insider®
May 1, 2020 — Strategy and Tactics: Coronavirus Semiconductor Sales Watch. A Personal Note. WildPhotons: Don't break your head with the wall ...
G. Dan Hutcheson
Summaries:
Coronavirus Semiconductor Sales Watch:
Twelve-weeks in, the impact of COVID-19 on the semiconductor market since the WHO declared the emergency looks to be mostly abated. IC ASPs have stayed near the average of other crises. IC Sales and unit shipments are outperforming past crises, reflecting what should be a recovery year. Still, this does not measure the impact of government and state policy decisions that have hit the economies of the world. What we do know is that China's 1Q2020 GDP crashed... More recently, the United States' first quarter GDP fell as well. Of more concern was Government Expenditures crawling up a mere 0.7%, reflecting the Government's stimulus speed running at a Banana Slug's pace (This is an insult to a Banana Slug). However, this does not mean electronics is hurting as bad as other durable goods. VLSI continues to hold that the WAHE (Work At Home Economy) is supporting end-demand for semiconductors, which was confirmed... as for IC Inventories ... Insider.
A Personal Note ...
ChipChirpsTM Facts from the Far Side ... ChipChirpsTM are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS:
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 The 2010 Decade: The Big Picture with Andrea Lati of VLSIresearch. weVISION Videos are available as downloadable podcasts on VLSI's Smartphone app.
A Personal Note ...
ChipChirpsTM Facts from the Far Side ... ChipChirpsTM are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS:
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 The 2010 Decade: The Big Picture with Andrea Lati of VLSIresearch. weVISION Videos are available as downloadable podcasts on VLSI's Smartphone app.
"What you do in life echoes in eternity"
— From the Movie "The Gladiator"