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Equity Research · Semiconductors

Q2 capex cycle intact; raising estimates

4 September 2026 · 28 pages

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Source PDF → IntelligenceGrounded with page references
PDF · p.4 / 28
extracted

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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