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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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
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