• Guotai Asset Management said China’s semiconductor equipment segment is gaining momentum, citing storage capacity expansion as a near-term catalyst.
• The firm flagged unconfirmed market chatter on accelerated storage buildouts, with equipment moving into fabs and new framework orders expected.
• It expects 2025 global AI capex to reach USD 1.5 trillion, up 73%, extending a multi-year demand tailwind for chips.
• Guotai sees domestic equipment demand supported by both storage expansion and longer-term “self-reliance” investment priorities.
• It said Federal Reserve rate-hike uncertainty could create entry points, with valuation pressure likely to ease once hikes are finalized.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on September 15, 2026, and is solely responsible for the information contained therein.