大摩：PC 終端需求未出現顯著好轉 PC 半導體下半年能見度不高

智通財經
2023.05.30 12:01
大摩指出，多數 PC 半導體供應商 Q2 或迎來強勁的業績表現，許多零部件上半年都出現回暖跡象，但由於部分零部件庫存可能在 Q2 回到正常水位，它們的 Q3 出貨量僅會持平或環比小幅增長，狀況將較先前預期還要疲弱。同時今年以來，終端需求尚未出現顯著好轉，不少企業仍預估 PC 出貨量將迎來同比雙位數降幅，伴隨半導體供應充裕，PC 客户只會在真正有需求時才下訂單，PC 半導體行業下半年能見度不高。
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