A Goldman Sachs Asset Management Co fund manager is joining bullish calls on semiconductor shares, expecting a boost from data centres and ChatGPT. 'The semiconductor industry is a growth industry,' said Ichiro Kosuge, who manages the GS Japan Focused Growth Fund that's outperforming 96% of its peers this year. 'While we understand that the near-term outlook may be challenging, we believe data centres and automotive semiconductors will drive growth going forward.' Kosuge said he's backing companies that can keep up with the global semiconductor industry's expansion even after a decline in the number of Japanese chipmakers.

http://klse.i3investor.com/web/blog/detail/kianweiaritcles/2023-04-20-story-h-272551806-Goldman_Japan_fund_joins_growing_bullish_chorus_on_chip_stocks

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