Inventory Clearance and the Semiconductor Cycle: How a Supply/Demand Shift Triggers a Price Collapse – Site License
In early 2019 a shortage shifted into an oversupply, creating a very predictable price collapse. This three-page brief shows how such collapses work, and explains what to expect when one occurs. This is a site license for a single geographical site.
A very normal part of the semiconductor cycle is inventory clearance. As of January 2019, DRAM makers already started to discuss this in their earnings calls. What they were NOT telling their investors is how significant this is to the onset of a price collapse, perhaps because they don’t understand it themselves. This Objective Analysis Brief helps readers to understand how and why an inventory clearance helps ratchet a budding oversupply into a full-blown glut.
This 3-page Brief uses 2 charts to explain how commodity semiconductor price collapses work, and explains how 2019’s chip market would evolve.
The site license allows one electronic copy to be stored on a server, and up to ten print copies to be circulated both of which are limited to a single geographical company site.
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