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Goldman Sachs: China's AI Profit Pool Accelerates Concentration in Semiconductors, Q2 Semiconductor Sector Earnings Surge 150% QoQ to $23 Billion
Goldman Sachs research indicates that China's AI profit pool is increasingly concentrating in hardware, particularly semiconductors. In Q2 2026, the Chinese semiconductor sector's profits surged by approximately 150% quarter-on-quarter to $23 billion, accounting for 42% of China's total AI profits, up from just 25% in Q1. Memory chips are a key driver, with domestic memory leaders now holding 13% of global memory profits. Furthermore, China's global profit share in power, AI infrastructure, and physical AI also increased quarter-on-quarter in Q2.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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