Global Semiconductor_SIA November Data_ Non-Memory Flattish, DRAM Sets A Record
-·2025-01-12 05:33
本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 ab 7 January 2025 Global Research Global Semiconductor SIA November Data: Non-Memory Flattish, DRAM Sets A Record November well above normal seasonal Total semiconductor sales increased 10.8% M/M in November, beating 10-yr and 5-yr seasonal averages by almost 10 and 8 percentage points, respectively. Ex-Memory revenue stayed fairly stable and modestly above seasonal average growth rate. MPU, Analog and Logic all posted flattish monthly revenue, with MPU and Logic larg ...