Equity Research · Semiconductors
Q2 capex cycle intact; raising estimates
4 September 2026 · 28 pages
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Goldman Sachs · 4 Sept 2026
Semis Q2 — capex cycle intact
Summary
Goldman reiterates Buy on NVDA, lifts FY27 EPS by 8% on sustained hyperscaler capex. Pricing discipline and a 2H supply step-up are the swing factors.
Trade ideas
- ·Long NVDA — capex visibility through 2027
- ·Pair long AVGO / short INTC on custom-silicon share shift
Tickers
$NVDA$AVGO$TSM
Key data
Hyperscaler capex 2026E$312bn+18% YoYp. 4
NVDA gross margin Q3E74.5%+60 bpsp. 11
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