瑞银：全球半导体-半导体产业协会 4 月数据，3 月创纪录后销售回落

Global Research ab 6 June 2025 Global Semiconductor SIA April Data: Semis Sales Retreated After Sales in April declined from March's record high Following March's high sales, total semiconductor sales in April experienced an 11.7% M/M decline, which is in line with the 5-yr seasonal average, but ~120 bps below the 10- yr seasonal average. Excluding memory, IC sales dropped 8.3% M/M, which is ~150 bps worse than normal seasonal averages. Despite the positive tariff-related pull-in effect since "Liberation Da ...