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长城证券-半导体行业寒意何时结束？-230604
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- 这份报告主要研究什么？
- 《长城证券-半导体行业寒意何时结束？-230604》主要讨论：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…
- 报告来自哪个机构？何时发布？
- 来源机构：长城证券，报告发布于 2023-06-04，篇幅约 41 页。
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