高盛：中国半导体_威尔半导体_SG Micro_Kingsemi_Starpower 环比增长；2H24 受产品扩张和更健康的库存支持
高盛证券·2024-10-10 13:39
8 October 2024 | 8:45AM HKT China semis: Will Semi/ SG Micro/ Kingsemi/ Starpower in QoQ growth; 2H24 supported by product expansions and healthier inventory We preview Will Semi/ SG Micro/ Kingsemi/ Starpower's 3Q24 earnings. Overall, we expect +12%-55% QoQ revenue growth in 3Q24 for the four semis companies, supported by product expansions (Will semi in mid-high end smartphone and automotive CIS, Kingsemi supported by increasing orders in both front/ back end track) and improved demand after inventory cor ...