Semiconductor sales forecast

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花旗:美国半导体-4 月销售符合我们的预期,但低于季节性水平。维持半导体销售同比增长 8% 的预期
花旗· 2025-06-10 15:30
V i e w p o i n t | 06 Jun 2025 03:00:00 ET │ 14 pages US Semiconductors April Sales In Line With Our Forecast But Below Seasonality. Maintain C25 Semi Sales of Up 8% YoY. Top Picks are ADI and TXN CITI'S TAKE On Thursday, the SIA announced April monthly sales of $55.0 billion (down 11.1% MoM), below seasonality of down 10.0% MoM but in line with our estimate of $55.0 billion (down 11.1% MoM) due to weaker Microprocessor and DRAM sales. We maintain our 2025 semi sales forecast of up 8% YoY due to our belief ...