Guotai Asset Management flags semiconductor equipment upswing as AI capex heads toward $1.5 trillion by 2027

• Guotai Asset Management flagged sustained AI momentum, projecting global AI capex near $1.5 trillion in 2027.
• Semiconductor equipment outlook seen strengthening on memory growth, advanced-node expansion, rising China localization.
• JPM estimates global WFE at $158.8 billion in 2026, up 28% year on year; 2027 seen up 29% to $205 billion.
• China chip-equipment vendors expected to outgrow the industry as self-reliance efforts accelerate.
• China’s semiconductor equipment segment seen prone to sharp near-term swings following a recent rebound.

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 July 22, 2026, and is solely responsible for the information contained therein.