全球半导体销售额连续23个月增长

Core Insights - The global semiconductor sales in September increased by 25.1% year-on-year, reaching $69.47 billion, marking the 23rd consecutive month of growth [2] - The strong demand for generative AI in the U.S. market contributed to a 30% year-on-year increase in sales [2] - September sales grew by 7.0% compared to August [4] Regional Performance - Sales in the Americas reached $22.52 billion, up 30.6% year-on-year [6] - European sales amounted to $4.69 billion, reflecting a 6.0% year-on-year increase [6] - China's sales were $18.69 billion, with a year-on-year growth of 15.0% [6] - Sales in the Asia-Pacific region, excluding Japan and China, surged by 47.9% to $19.78 billion [6] - Japan's sales declined by 10.2% to $3.78 billion, attributed to a lower number of domestic companies involved in semiconductor assembly [6] Market Composition - Although specific sales category data was not disclosed, it is estimated that memory and logic semiconductors constitute a significant portion of the sales [6] - The price of dynamic random-access memory (DRAM) continues to rise in bulk transactions [6]