高盛：中国半导体- 4月集成电路进出口值同比增长 11.1%
Goldman Sachs·2025-05-16 05:29
16 May 2025 | 12:05AM HKT Greater China Semis: Apr: IC import/ export value +11.1%/ +20.2% YoY Semiconductor total revenues: The Mar 2025 data was up 9% YoY, or 2.3% MoM (vs. +6.6% YoY in Feb 2025, 27% YoY in Mar 2024), implying the steady recovery from the 5.3% YoY growth in Jan 2025. China semiconductor total revenue YoY growth continued and revenue was up to US$15.4bn in Mar 2025 (vs. US$14.1bn in Mar 2024). DOI for the electronics industry was 53 days in Mar 2025, around the level of the historical aver ...