Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to set a new industry record, reaching $109 billion in 2024, growing 3.4% year-on-year, SEMI announced today in its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective at SEMICON West 2024. Semiconductor manufacturing equipment growth is expected to continue in 2025, with sales forecast to set a new high of $128 billion in 2025, driven by both the front-end and back-end segments.

Given the mixed but generally favorable views on Copilot+ PCs, PC vendors are optimistic about the upcoming peak season. This is positive news for IC design companies like Parade Technologies.

三利谱(002876)7月10日晚间发布业绩预告，预计上半年净利润4400万元—6200万元，同比增长83.74%—158.91%。

7月9日，联创电子(002036)发布2024年度上半年业绩预告，预计2024年上半年实现净利润亏损5500万元至8000万元，同比增长71.37%至80.32%；扣除非经常性损益后的净利润亏损8993.54万元至1.15亿元，同比增长61.79%至70.10%。