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Coronavirus

SEMI Equip Growth Continued Through Year-End, Coronavirus Looms

February 18, 2020 by Jonathan Custer

February 18, 2020 By Walt Custer SEMI Data through December showed a steady recovery in the global electronics supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late …

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COTD: S&P500 Earnings Expectations Fall On Coronavirus Fears

February 12, 2020 by Jonathan Custer

COTD:  Chart of the Day

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What Foxconn’s Factory Delay Means for Apple’s iPhone – Video

February 10, 2020 by Jonathan Custer

Feb.10 — Daniel Ives, managing director at Wedbush Equity Research, discusses the potential market and business impact of Hon Hai Precision Industry Co. postponing resumption of production at its main iPhone-making unit due to the ongoing effects of the coronavirus. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”

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