Danely补充说，8月份的强劲表现大部分是由DRAM芯片驱动的，这“超越了季节性”。8月份的总销售额为562亿美元，高于Danely预期的514亿美元;销售额环比增长15.4%，高于Danely预测的5.7%的增幅和6.7%的季节性增幅。定价“远高于季节性因素”，不含分立器件产品的平均售价环比上涨14.2%，高于Danely预测的2.7%和5.7%的季节性平均涨幅。8月の売り上げが好調だった後、シティはさらに半導体株を買い推奨しています。
知維ニュースによると、シティは、8月の半導体販売データが予想を上回ることを確認した後、半導体セクターへのコールを強化しています。$アナログ・デバイシズ (ADI.US)$依然としてシティの優先選択であり、同時にその投資銀行は $アドバンスト・マイクロ・デバイシズ (AMD.US)$ 、$ブロードコム (AVGO.US)$、$マイクロン・テクノロジー (MU.US)$、$マイクロチップ・テクノロジー (MCHP.US)$と$テキサス・インストゥルメンツ (TXN.US)$「買い」の評価もしています。
Citigroup analyst Christopher Danely wrote in an investor report, "We have raised our 2024 semiconductor sales forecast from a year-on-year growth of 14% to a year-on-year growth of 17%, to $616.6 billion, as we expect higher growth in the third and fourth quarters of 24 will outperform seasonal growth. We expect the number of products excluding discrete devices to increase by 1% year-on-year, and the average selling price to increase by 18% year-on-year."
Danely added that the strong performance in August was mainly driven by DRAM chips, which "surpassed seasonal trends". Total sales in August were $56.2 billion, higher than Danely's expected $51.4 billion; a month-on-month growth of 15.4%, higher than Danely's predicted 5.7% increase and 6.7% seasonal increase. Pricing is "significantly higher than seasonal factors", with the average selling price of products excluding discrete devices rising by 14.2% month-on-month, higher than Danely's predicted 2.7% increase and 5.7% seasonal average increase.
Compared to the same period last year, the average selling price of products excluding discrete devices increased by 29% year-on-year, far exceeding Danely's expected 16.1% increase. Danely wrote, "As sales fell by 19% in 2023, the most severe adjustment since 2001, we expect inventory replenishment, and year-on-year growth should continue to rise."
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