摩根大通：亚洲半导体 8 月 WSTS 数据_内存势头强劲，由 HBM3e 组合上升引领

Asia Pacific Equity Research 07 October 2024 J P M O R G A N Asian Semis August WSTS data: Memory momentum getting stronger, led by rising HBM3e mix Overall semi revenues increased 28% YoY in August (vs. up 18% YoY in July), with logic semis increasing 5% YoY in August (vs. up 6% YoY in July) and memory increasing 148% YoY in August (vs. up 87% YoY in July). YoY growth in overall semi revenues continues to accelerate each month. While overall semi recovery is being led by strong growth in Datacenter/AI spen ...