Latest NewsYesterday NewsQuote ListTopic ListQuote List
Zhitong
2023.05.30 12:01

大摩：PC 终端需求未出现显著好转 PC 半导体下半年能见度不高

大摩指出，多数 PC 半导体供应商 Q2 或迎来强劲的业绩表现，许多零部件上半年都出现回暖迹象，但由于部分零部件库存可能在 Q2 回到正常水位，它们的 Q3 出货量仅会持平或环比小幅增长，状况将较先前预期还要疲弱。同时今年以来，终端需求尚未出现显著好转，不少企业仍预估 PC 出货量将迎来同比双位数降幅，伴随半导体供应充裕，PC 客户只会在真正有需求时才下订单，PC 半导体行业下半年能见度不高。
Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like