高盛：日本技术_半导体资本设备_9 月 SEAJ 数据_中国大陆以外需求可能正在复苏
高盛证券·2024-10-27 16:26
公众号: 永木纪要 24 October 2024 | 8:44PM JST Japan Technology: Semiconductor Capital Equipment: September SEAJ data: Demand outside of mainland China likely recovering Jul-Sep sales up 23% yoy; non-China likely recovering According to preliminary September 2024 data released after the October 24 close by the Semiconductor Equipment Association of Japan (SEAJ), monthly sales of Japanese semiconductor production equipment in July-September 2024 axepraged ¥369.6 bn, an increase of 23% yoy (+7% qoq). While regional b ...