Goldman Sachs says Japanese AI semiconductor stocks offer buying opportunities, Intel raises capital expenditures

Goldman Sachs has released a report stating that the recent sell-off of Japanese AI related stocks provides buying opportunities, while Intel has raised its 2026 capital expenditure outlook by approximately $3 billion. Intel's increased expenditure on wafer manufacturing equipment will drive orders from Japanese equipment suppliers. Goldman Sachs has listed Lasertec as the preferred option with a target price of 70000 yen; The target price for Tokyo Electron is 83000 yen, and the current price is approximately 62800 yen; Disco benefits from Intel's expansion of EMIB-T advanced packaging capacity plan.