Guotai Asset Management flags semiconductor equipment upside as AI capex seen hitting USD 1.5 trillion in 2025
SOXX•Rate-hike uncertainty could create entry points
It said Federal Reserve rate-hike uncertainty could create entry points, with valuation pressure likely to ease once hikes are finalized.
AI capex forecast points to continued chip demand
It expects 2025 global AI capex to reach USD 1.5 trillion, up 73%, extending a multi-year demand tailwind for chips.
Guotai sees domestic equipment demand supported by both storage expansion and longer-term “self-reliance” investment priorities.
Guotai sees momentum in China semiconductor equipment
Guotai Asset Management said China’s semiconductor equipment segment is gaining momentum, citing storage capacity expansion as a near-term catalyst.
The firm flagged unconfirmed market chatter on accelerated storage buildouts, with equipment moving into fabs and new framework orders expected.
