[Market Movers Analysis] Semiconductor Equipment Surge on September 18: U.S. Tech Stocks Soared Overnight, Boosted by Rising AI Demand and Localization Rates

Bitget异动解读2026/09/18 02:30

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Semiconductor Equipment Soared on September 18: Interpretation

Keywords:

US Tech Stocks Surged Overnight + Increasing AI Demand and Localization Rate

1. The Philadelphia Semiconductor Index rose 3.14% overnight. NVIDIA expects next year's chip sales to double this year's, strengthening expectations for AI demand.
2. According to a Goldman Sachs research report, capital expenditure in China's semiconductor industry is expected to grow 10% to 15% from 2026 to 2030; the rise in AI demand and localization rate benefits the equipment sector.

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[Market Movers Analysis] Semiconductor Equipment Surge on September 18: U.S. Tech Stocks Soared Overnight, Boosted by Rising AI Demand and Localization Rates

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