The threat of COVID-19 (coronavirus) is continuing to spread. As of March 17, the World Health Organization (WHO) reported 179,111 confirmed cases and 7,426 deaths. WHO declared COVID-19 a pandemic as of March 11. Many countries have imposed severe restrictions to slow the spread of the disease, ranging from banning of large … Read More
- Corona impact growing exponentially in chip food chain
- YMTC in Wuhan may be “patient zero”
- Q1 revenue haircuts may turn into Q2 crewcuts
- Working from home really doesn’t work
When does a haircut become a crew cut in revenues?
All the major semiconductor equipment makers took a significant haircut to their Q1… Read More