日本科技 - 半导体设备：AI 需求强劲下上调高盛目标价；重点推荐东京电子、荏原制作所、迪思科、优贝克-Japan Technology_ Semiconductor Capital Equipment_ Adjust GSe_TPs amid strong AI demand; highlight Buy ratings on Tokyo ElectronEbaraDiscoUlvac
CISCOCISCO(HK:04333) Goldman Sachs·2026-01-07 03:05

As we noted in our report on Semicon Japan 2025 held in December, equipment demand is strong, mainly in memory and advanced logic applications, driven by robust AI demand. With some customers requesting shipments of their equipment to be expedited, this makes for a promising 2026 outlook for equipment manufacturers. In this report, we revise our earnings estimates for SPE companies in our coverage to reflect our global team's upward revision to its AI server unit forecast (and the accompanying GPU/ASIC dema ...