Goldman Sachs SELL

Technology Semiconductor Capital Equipment Semiconductors Read across from 2QCY26 Hyperscalers and Semi players results to...

Jul 31, 20267 pages页

From the report报告摘录Hyperscaler Capex Surge: Microsoft, Amazon, Alphabet, Meta raised 2026 capex guidance (Amazon $220bn, Alphabet $195-205bn), driving semiconductor equipment demand; TSMC FY26 revenue growth upgraded to >40%.

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