Goldman Sachs anticipates a historic semiconductor and electronic components super-cycle in Japan, driven by AI infrastructure. The firm identifies this as a two-chapter growth phase with peak demand expected in the coming years.
Key Takeaways
- 1.Japan is in the early stages of a historic, long-term super-cycle in semiconductors and electronic components driven by AI and data center infrastructure.
- 2.The cycle consists of two chapters: current tech/infrastructure spending and future rapid scale/deployment.
Table of Contents
- Two-Chapter Cycle
- MLCC
- Power Semis/Analog
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Authors
Rick SooDaiki Takayama
Securities
698169766723Rohm
Themes
AI Infrastructure Super-cycle
Regions
Asia PacificJapan