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 V i e w p o i n t | 08 Jan 2025 08:54:04 ET │ 13 pages US Semiconductors November Sales Above Our Forecast and Seasonality. Raise C24 Semi Sales to Up 18% YoY. Expect 2025 Semi Sales of Up 9% YoY. CITI'S TAKE On Monday, the SIA announced November monthly sales of $59.0 billion (up 10.5% MoM), above seasonality of up 1.3% MoM and our estimate of $54.1 billion (up 1.2% MoM) due to stronger DRAM and Flash sales. We raise our 2024 semi sales forecast from up 17% YoY to up ...