Goldman: Chip Spending Will Keep Rising Until 2027

Goldman Sachs says semiconductor spending is a floor, not a peak, through 2027. They're basing this on cloud providers' already-committed capital and enterprise AI rollout schedules—actual plans, not guesses. That's why they've raised forecasts for South Korea's KOSPI and Taiwan's Taiex, both heavy in chipmakers. The point: separating locked-in commitments from speculation.