Overview
- Yahoo Finance highlights Taiwan Semiconductor Manufacturing, Broadcom and The Trade Desk as attractive buys in a new opinion article.
- TSMC is guiding for nearly a 60% compound annual growth rate in AI-related chips from 2024 to 2029.
- TSMC plans to invest roughly $52 billion to $56 billion in 2026 to expand production capacity for advanced chips.
- Broadcom says it is working with hyperscalers on custom AI ASICs and expects its AI semiconductor revenue to double year over year in Q1.
- Broadcom indicates its AI business could approach half of company revenue by the end of fiscal 2026, according to the article’s summary of guidance.