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Goldman Sachs Sees 17.2% Upside in Asia-Pacific Index Amid AI Hardware Demand

Guavy AI Editorial Team
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Goldman Sachs has upgraded its target for the MSCI Asia Pacific ex-Japan Index to 1,080, representing a potential 17.2% gain from current levels.

The bank's equity strategy team, led by Timothy Moe, cited strong earnings growth in North Asia driven by demand for AI-related hardware as the catalyst behind the upgrade.

Taiwan's semiconductor ecosystem and South Korea's memory chip manufacturers are seen as key beneficiaries of this trend.

Growth rates for 2026 have been revised upward to 55%, with Goldman attributing the increase almost entirely to anticipated demand for AI hardware.

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