Goldman Sachs: Japan's semiconductor industry will enter the largest cycle in history, with many stocks' target prices significantly raised

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ME AI News: On June 10, Goldman Sachs’ latest research report said that the AI server and edge AI/physical AI infrastructure boom will drive Japan’s electronic components and semiconductor industry into one of the largest and longest cycles in history, and that it is still in the early stages. Industry profits, CROCI, and ROE are expected to comprehensively exceed historical peaks. The report has significantly raised the target prices of listed Japanese companies Ibiden, Murata Manufacturing, Taiyo Yuden, Renesas Electronics, and Rohm Semiconductor. It emphasized that market focus is shifting from AI infrastructure to device proliferation, and that Japan’s core suppliers are expected to benefit significantly. (Source: MLion)
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