图表内容
图3：英伟达以260亿美元的销售额排名第一，环比增长18%
Top Semiconductor Companies'Revenue
Change versus prior quarter in local currency
USSB
Reported Guidance
Company
1Q24
1Q24
2Q24
Comments on 2Q 2024
Nvidia
26.0
18%
7.5%
growth in Al
Samsung SC
17.4
6.7%
n/a
growth in Al
server storage
3 Intel
12.7
-17%
2.2%growth in auto
network foundry
4 Broadcom
12.0*nla
n/a·4Q23 revenue12B
SK Hynix
9.3
9.9%
n/a
Al demand strong
Qualcomm (IC)
8.0
4.7%
-2.8%handsets down seasonally
Micron
5.8
23%
13%
memory supply below demand
8 AMD
5.5
-11%
4.1%
data center client demand up
MediaTek
4.2
3.0%
-3.0%smartphone down
10 Infineon
3.9
-1.9%
4.6%power sensor demand strong
11T
3.7
-10%
3.8%
personal electronics recovering
12 STMicro
3.5
-19%
-7.6%excess inventory in industrial
13 NXP
3.1
-8.6%
0.0%auto down
loT up
14 Renesas
2.4
-2.8%
0.9%auto up
industrial down
15 Analog Devices
2.2
-14%
5.1%
industrial demand strong
Total of above
2%
Memory Cos.(USS)
12%
Samsung
SK Hynix
Micron
Non-Memory Cos.
-2%
3%
companies with guidance
资料来源：半导体行业观察公众号
