Goldman Sachs Backs Nvidia; Samsung Plans $648B Memory Expansion
NVDA•Goldman Sachs identified Nvidia among three semiconductor stocks with superior 2030 revenue visibility versus Intel, Broadcom and AMD based on surging AI demand and advanced packaging. Samsung unveiled a 10-year, $648 billion semiconductor investment plan including 300 trillion won for memory fabs, accelerating capacity to support Nvidia production.
1. Goldman Sachs Chip Ratings
Goldman Sachs rated Nvidia among three semiconductor stocks with the strongest long-term revenue visibility, citing surging AI-driven demand for agentic models and advanced packaging opportunities that could boost 2030 revenue compared to Intel, Broadcom and AMD.
2. Samsung’s $648B Memory Investment Plan
Samsung Electronics unveiled a decade-long, $648 billion semiconductor investment, allocating 300 trillion won toward new memory fabrication facilities in southwestern regions, with projects accelerated to the mid-2030s to meet outsized AI memory demand supporting Nvidia’s GPU manufacturing.
3. BlackBerry Partnership Highlights
BlackBerry’s CEO highlighted partnerships with Nvidia for its Alloy Kore platform at the annual shareholder meeting, noting that integration of Nvidia GPU technology could expand software content in vehicles and mission-critical systems, potentially increasing Nvidia’s design wins and revenue pipeline.
