Taiwan Semiconductor Vs. Broadcom: Who Will Be The Next Trillion-Dollar AI Giant?
Portfolio Pulse from Surbhi Jain
Taiwan Semiconductor (TSM) and Broadcom (AVGO) are vying to join the trillion-dollar market cap club, driven by AI advancements. TSM has stronger growth potential with a projected market cap of $1.23 trillion, while Broadcom's upside is limited to $934 billion.
October 10, 2024 | 4:23 pm
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POSITIVE IMPACT
Taiwan Semiconductor (TSM) is poised for significant growth, driven by its leadership in AI chip technology. Analysts project a 27.15% upside, potentially pushing its market cap to $1.23 trillion.
TSM's leadership in AI chip technology and strong technical indicators suggest a high likelihood of reaching a $1.23 trillion market cap, supported by analyst ratings and price targets.
CONFIDENCE 95
IMPORTANCE 85
RELEVANCE 90
NEUTRAL IMPACT
Broadcom (AVGO) benefits from AI infrastructure demand but has a lower projected upside compared to TSM. Analysts see an 8.80% upside, potentially reaching a $934 billion market cap.
While AVGO benefits from AI infrastructure demand, its growth potential is limited compared to TSM, with a lower projected market cap increase.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 85