2020年05月08日
The impact of COVID-19 on the semiconductor market
The US stock market is still trying to understand the global coronavirus pandemic, which lost nearly 20% of its value in a week. The cooling-off period (also called "circuit breaker") automatically stops overheated transactions at different intervals.
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The market index fell sharply. The index shows the relative performance of the Dow Jones Industrial Index and the Nasdaq in the first half of this year. Since that date, this has been a roller coaster, the market rose sharply last week, and this week began to fall again.
In this era of financial uncertainty, what does this mean for the chip market?
Because The Memory Guy is a trained engineer, I cannot easily explain what is happening in the global economy, but my background as an analyst in the semiconductor industry has made me clear what is most likely to happen in the chip market. In this article, my purpose is to provide an extremely brief version of the story I am telling my clients in detail. Since the market repeats the same cycle regularly, when forecasting semiconductors.
The idea that I will explain below is the fact that led to objective analysis of semiconductor predictions that have been the most consistent predictions in the industry for the past 13 years. We highlight this fact by sharing the annual forecast video on the pages of our website.
There is a very close relationship between memory revenue growth and overall semiconductor revenue growth. These points show the relationship between the annual increase in memory revenue and the growth in total semiconductor revenue during 1974-2018. Except for six years in the 1980s, all scores fell within the range outlined by the sphere. This relationship simplifies the task of creating semiconductor predictions. Memory is the more volatile part of the semiconductor market: if you know what memory might do, then you can predict semiconductor revenue.
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