Let’s update this. Semiconductor sales this quarter (YoY)

via Mark Johnston:

$AMD -12.8%
$WDC -27.5%
$TXN -8.6%
$MXIM -12.1%
$LRCX -24.4%
$NXPI -3.2%
$INTC -2.7%
$STM -4%
$NVDA -17.5%
$SWKS -14.2%
$CY -14.7%
$ON -7.4%
$SIMO -28.4%

$SMH $SOXX

 

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