Goldman Sachs Projects $765 Billion Global AI Capex in 2026, Driving Chip Inflation
Goldman Sachs estimates global AI capital expenditure will reach approximately $765 billion USD in 2026, with strong demand extending pricing surges to mature process nodes. E.SUN Securities Investment Trust advises focusing on ESG and positioning in wafer foundry and advanced packaging and testing.
So What
AI demand is driving a broad chip inflation era across the semiconductor supply chain, impacting both advanced and mature process nodes.