BlockBeats News, June 10th, Goldman Sachs' latest research report stated that the AI server and Edge AI/Phyiscal AI infrastructure boom will propel the Japanese electronic components and semiconductor industry into one of the largest and longest cycles in history. Currently in its early stages, industry profits, CROCI, and ROE are expected to surpass historical peaks across the board.
The report significantly raised the target prices of Japanese listed companies Ibiden, Murata Manufacturing, Taiyo Yuden, Renesas Electronics, and Rohm Semiconductor. It emphasized that the market focus is shifting from AI infrastructure to device proliferation, and Japan's core suppliers will benefit significantly.
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