20230806-中航证券-电子行业周报_政策托底_库存缓解_关注顺周期方向_18页_4mb

Semiconductor Market Summary

• The provided text includes key growth predictions for semiconductor components in 2023.
• TrendForce's Q3 2023 forecasts show DRAM growth at 0% to 5% and NAND Flash growth at 3% to 8%.
• TrendForce's Q4 2023 NAND Flash forecast ranges from -5% to 10%, involving companies like Samsung and SK Hynix.
• WitsView data for Q2 2023 indicates specific growth rates of 34.1% and 117.7% for related metrics.
• Additional mentions include AI advancements, such as references to Harmony OS, Meta, and Llama models, suggesting interest in AI technologies.