电子行业周报：全球半导体市场蓬勃发展，三星加码先进封装

Investment Rating - The industry investment rating is maintained at "Overweight" [5][11]. Core Insights - The global semiconductor market is experiencing robust growth, with the market size expected to reach $1 trillion by 2030, reflecting a compound annual growth rate (CAGR) of 8% [3]. - The 8-inch SiC (Silicon Carbide) technology is identified as a new development opportunity, with SiC MOSFETs anticipated to dominate the market over the next decade [3]. - The global storage market continues to grow steadily, with the market size reaching $44.871 billion in Q3 2024, representing a quarter-over-quarter increase of 8.3% [4]. - Samsung is expanding its domestic and overseas production investments to enhance its advanced packaging business in semiconductors [4]. Summary by Sections Market Review - The SW Electronics Index fell by 3.29% from November 18 to November 22, underperforming the CSI 300 Index by 0.70 percentage points [3]. - Among six sub-sectors, electronic chemicals II, semiconductor, and other electronics II showed varied performance, with declines in consumer electronics and components [3]. Semiconductor Sector - The semiconductor market has grown nearly 20 times over the past 35 years, with an average annual growth rate of 9% [3]. - The introduction of 12-inch SiC substrates by Tianyue Advanced at the Munich Semiconductor Exhibition positions the company to lead in the SiC substrate sector [3]. Storage Market - The global NAND Flash market grew by 5.7% to $19.021 billion, while the DRAM market increased by 10.4% to $25.85 billion in Q3 2024 [4]. - Cumulatively, the global storage market reached $120.225 billion in the first three quarters of 2024, marking a year-over-year increase of 96.8% [4]. Investment Recommendations - The report suggests focusing on semiconductor design stocks with low PE/PEG ratios, including Zhongke Lanyun and Juxin Technology, as well as companies in the analog chip and semiconductor equipment sectors [5].