2 weeks ago
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Keithen Drury, The Motley Fool
Tue, August 11, 2026 astatine 9:05 AM CDT 5 min read
The $3 trillion nine got a small much crowded pursuing second-quarter earnings. Microsoft regained its presumption astatine this level and is astir astatine the $4 trillion mark. Amazon briefly entered the $3 trillion nine pursuing the beardown reception of its earnings, but has since dropped beneath the $3 trillion threshold. By the extremity of 2027, I'd expect some of these 2 to beryllium solidly into the $4 trillion club, but with 2 further members.
Which 2 volition articulation them? I deliberation it volition beryllium Taiwan Semiconductor Manufacturing (NYSE: TSM) and Broadcom (NASDAQ: AVGO). These 2 person a ways to go, with TSMC presently valued astatine $2.2 trillion and Broadcom astatine $2 trillion. There's capable concern momentum to propel these 2 into the $3 trillion nine by 2027, which would marque them fantabulous investments close now.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
The AI contention is pushing these 2 higher
Both Taiwan Semiconductor and Broadcom are benefiting from the AI build-out.
Taiwan Semiconductor (TSMC) is astatine the bosom of AI computing, arsenic the large names successful the computing manufacture don't manufacture immoderate of their ain chips; they lone plan them. TSMC is the apical logic spot shaper successful the satellite and manufactures chips for its clients. So, the institution doesn't truly attraction whose computing portion is presently the astir popular. As agelong arsenic determination is accrued AI spending, its concern volition proceed increasing arsenic well.
Business looks agleam for the future, truthful Taiwan Semiconductor precocious announced an further $100 cardinal concern successful its U.S. installation successful Arizona. That's a large investment, and absorption intelligibly thinks that it tin person a beardown instrumentality connected that concern owed to utmost AI request from U.S. companies.
One of Taiwan Semiconductor's clients is Broadcom. In a way, Broadcom is akin to TSMC. The fastest-growing and astir important portion of Broadcom's concern is customized AI chips. Broadcom has partnered with AI hyperscalers to assistance them plan computing units for AI workloads that they bash not person the capabilities to marque in-house. Then, Broadcom helps these hyperscalers manufacture the chips and negociate the proviso chains. This has proven to beryllium a large concern for Broadcom to beryllium in, arsenic it grew astatine a 143% gait during Q2 to $10.8 billion. But that's conscionable tiny potatoes compared to wherever it's heading.
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