美洲芯片销售，同比大增50.7%

Core Viewpoint - The global semiconductor sales are projected to reach $56.5 billion in January 2025, marking a 17.9% increase from January 2024, despite a slight decrease of 1.7% from December 2024 [1][2]. Group 1: Market Performance - In January 2025, the semiconductor market experienced a year-on-year growth of over 17% for the ninth consecutive month, with the Americas showing a remarkable increase of 50.7% [1][2]. - The sales performance varied by region, with the Americas (50.7%), Asia Pacific/All Other (9.0%), China (6.5%), and Japan (5.7%) all reporting year-on-year increases, while Europe saw a decline of 6.4% [1][2]. Group 2: Month-to-Month Sales Analysis - Month-to-month sales in January 2025 showed a total decline of 1.7%, with specific regions like the Americas (-3.5%), Europe (-1.3%), Japan (-3.1%), and China (-2.0%) experiencing decreases, while Asia Pacific/All Other saw a slight increase of 1.6% [2]. Group 3: SK Hynix Performance - SK Hynix anticipates its U.S. market revenue to more than double in 2024, driven by strong demand for high-bandwidth memory (HBM) chips, contributing nearly half of its annual sales [4]. - The company reported a revenue of 33.19 trillion KRW (approximately $227 billion) for its U.S. operations in 2024, a 2.6-fold increase from the previous year [4]. - HBM chips accounted for 40% of SK Hynix's revenue in Q4 2024, with expectations for sales to double in 2025 due to robust market demand [5]. Group 4: Leadership Changes - In January 2025, SK Hynix appointed Ryu Sung-soo as CEO of its U.S. subsidiary, recognizing his contributions to the development of memory and semiconductor solutions [6].