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长城证券-半导体行业寒意何时结束?-230604

半导体行业寒意何时结束? 一、趋势:23Q1需求疲弱,“硅基强智能”奇点到来,推动硅含量加速提升,半导体需求企稳回升  23Q1需求疲弱,全球半导体市场同比下降26%;当前库存高位持续5Q,接近历史上限

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