Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios
It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and...
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Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
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Semiconductor Market Year-End Tally: -12.5%
The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018. This number should come as...
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Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
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November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
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