[Goldman Sachs: Japan's Semiconductor Industry to Enter Largest Cycle in History] BlockBeats News, June 10, Goldman Sachs' latest research report states that the AI server and edge AI/physical AI infrastructure boom will drive Japan's electronic components and semiconductor industry into one of the largest and longest cycles in history. Currently, the industry is still in its early stages, with profits, CROCI, and ROE expected to surpass historical peaks comprehensively. The report significantly raises the target prices for Japanese-listed companies Ibiden, Murata Manufacturing, Taiyo Yuden, Renesas Electronics, and Rohm Semiconductor. It emphasizes that the market's focus is shifting from AI infrastructure to device adoption, and Japan's core suppliers will benefit significantly. [Original Link]