Goldman Sachs
June 14, 2026
Greater China Semiconductors Update
Sector ReportEquitiesInformation Technology
The report highlights robust semiconductor activity in China, with significant YoY growth in IC export and production values in May 2026. Domestic demand, driven by AI and ADAS, continues to support sector expansion.
Key Takeaways
- 1.China's semiconductor demand remains solid, supported by growth in AI, ADAS, and local market share expansion.
- 2.Significant YoY growth in May 2026 IC export value (+110.9%) and import value (+68.0%) highlights ongoing sector strength.
- 3.Inventory levels in China's electronics sector remained stable at 61 days in April 2026.
Table of Contents
- Disclosure Appendix
- GS Factor Profile
- M&A Rank
- Quantum
- Disclosures
- Regulatory disclosures
- Ratings, coverage universe and related definitions
- Global product; distributing entities
- General disclosures
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Authors
Allen ChangVerena JengTing SongYifan Hu
Securities
0981.HKHua Hong
Themes
Generative AI demandSemiconductor Capex Expansion
Regions
Asia PacificChinaTaiwan
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