Asia-Pacific Semiconductor Ratings Divergence Intensifies: AI-Driven Long-Term Growth vs. Short-Term Inventory Adjustment Pressure

July 28, 2026 160 views

In July 2026, multiple international investment banks intensively adjusted ratings for Asian semiconductor US stocks. Goldman Sachs upgraded TSMC and Samsung Electronics to 'Buy,' believing AI computing power demand will drive sustained growth in advanced process orders; meanwhile, Citigroup and JPMorgan downgraded ratings for some memory chip and mature process targets, warning of weak consumer electronics demand and inventory backlog risks. This article reviews the latest institutional rating

Goldman Sachs Raises Asian Semi Leaders' Targets: HBM & AI Fuel New Growth Cycle

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/www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/Url.php ( 7.52 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/response/Html.php ( 0.97 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )

CONNECT:[ UseTime:0.004435s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
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