半导体去库存缓慢但稳定,德州仪器、安森美仍扛高库存!

满天芯
03 Apr

根据美银对约80家公司的库存和销售趋势分析,2024年第四季的半导体(不包括存储器)库存天数较上季增加8天,达到116天,这一数字较五年历史中位数的94天高出22天。与2023年第四季相比,这一数字略有改善,显示行业库存正常化进程正在缓慢而稳定地进行。在供应链的上游,包括存储器、代工和半导体等环节,库存天数为112天,较上季下降1天,但仍比五年均值高出17天。其中,存储器的库存天数为130天,较...

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