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Goldman Sachs: SMIC Management Optimistic About China's Semiconductor Capital Expenditure
17 hour ago /
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Author：小编
On March 5, Goldman Sachs released a research report stating that the management of SMIC is optimistic about the growth cycle of China's semiconductor capital expenditure, believing that the trend of fabless technology migration will facilitate this cycle. The report predicts that advanced logic chips and memory chips will be the main drivers of capital expenditure growth, with the supply chain increasing investment to narrow the gap between domestic and international markets. Goldman Sachs believes that capacity expansion will support China's domestic semiconductor equipment companies, driving them to develop more localized solutions. Goldman Sachs maintains a 'Buy' rating on SMIC with a target price of HK$134.
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