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    Semiconductor week feb 28 2020

    SemiWEEK: Coronavirus Semiconductor Billings Watch: Week 2; Coronavirus' Impact on Semiconductor Equipment; Stocks plunged

      Andrea Lati
     Feb 28, 2020

    Caution returns. Order activity for semiconductor equipment fell by another point amid growing fears on the spread and impact of the Coronavirus. The virus has already hampered manufacturing and consumption in China this year and threatens to dampen global growth if it is not contained. Electronics suppliers are being hit the hardest this quarter. The impact for chipmakers remains modest so far, but that could change rapidly if the situation deteriorates further up in the food chain. The Chip Price Performance Index (CPPI) eked out a gain. Capacity Utilization by Node: Utilization rates are improving. Semiconductor sales jumped above 2019 levels, but demand remains weak due to the Coronavirus. The price decline abated last week. Supply-Demand jumped to Balanced. Semiconductor Sales Nowcast: 1Q20/1Q19: Held to +6%. Semiconductor Weather1 Report: Sunny, Cooler, and Foggy. IC Supply-Demand2 Metrics: Jumped to Balanced. Electronics Pricing Trend: Declining. Coronavirus has had a deep negative impact on Integrated Circuit sales in the first 2 weeks of February. Certainties: Coronavirus Pandemic, China Slowdown, 5G: Smartphone, Auto, Industrial, Win 7 EoL refresh, 7/10nm and 5/7nm demand ramps, Memory Price Elasticity. Uncertainties: Federal Reserve pulling punchbowl from party in January, 2020 Elections in U.S. People: In 2008 we gave out awards for the most popular videos and papers at weSRCH and Chip History. … Lisa Su’s explanation of what math and science has done for her and how they enrich your life in the Kids Korner (now Learn) wing of The Chip History Center came in second. Hopefully she got some young girls charged up about pursuing math and science. By the way, we did a similar video with Craig Barrett a year before. To watch these videos, click on Lisa Su and Craig Barrett. Coronavirus Semiconductor Billings Watch: Week 2. IC sales and prices remained lower last week than in past pandemics at week+2 after a WHO global emergency announcement. Coronavirus’ Impact on Semiconductor Equipment: WFE, Test, Assembly, and Electronics and ICs. VLSI's Semiconductor Stock Indices plunged this week along with the market. VLSI’s Semiconductor Stock Index was led down 10.2% by MagnaChip Semiconductor. VLSI’s Semiconductor Equipment Stock Index was led down -8.9% by Onto Innovation. VLSI’s EDA Stock Index was led down 9.5% by Cadence. VLSI’s Electronics Materials Stock Index was led down 12.9% by DuPont. Hottest Stocks: SMIC, TSMC, ASM International, KLA, UMC, and Xilinx.

    Views: 1733
    Domain: Electronics
    Category: Semiconductors

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