Guotai Asset Management flags semiconductor equipment upswing as AI capex heads toward $1.5 trillion by 2027 - SOXX News | RalliesGuotai Asset Management flags semiconductor equipment upswing as AI capex heads toward $1.5 trillion by 2027
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SOXX• Guotai sees sustained AI momentum and stronger semiconductor equipment demand
- Guotai Asset Management flagged sustained AI momentum, projecting global AI capex near $1.5 trillion in 2027.
- The semiconductor equipment outlook was seen strengthening on memory growth, advanced-node expansion and rising China localization.
- JPM estimates global WFE at $158.8 billion in 2026, up 28% year on year; 2027 is seen up 29% to $205 billion.
- China chip-equipment vendors are expected to outgrow the industry as self-reliance efforts accelerate.
- China’s semiconductor equipment segment was described as prone to sharp near-term swings following a recent rebound.
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